Heritage Legacy Wealth offers discretionary and non-discretionary investment management alongside personalized financial planning services. Founded in 2025 and led by David Do, the firm focuses on building tailored investment strategies using fundamental, technical, quantitative, and modern portfolio analysis methods. Services include full financial plans covering retirement, tax-efficient portfolio management, estate planning, education funding, and insurance analysis, as well as targeted consultations for specific financial topics. Heritage Legacy Wealth serves individuals, high net worth individuals, trusts, and business entities, operating under a legally required duty to act in the best interest of its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Annual fees are billed monthly in advance and are negotiable based on criteria such as historical relationship, type of assets, and total portfolio size.