Heritage Strategic Wealth provides ongoing portfolio management and personalized financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates an investment policy statement for every client and manages portfolios on a discretionary basis, meaning they make day-to-day trading decisions on your behalf. Investment strategies primarily focus on long-term growth using mutual funds, exchange-traded funds, fixed income securities, equities, real estate funds, and alternatives. In addition to investment management, financial planning services—covering retirement, taxes, insurance, education, and debt management—are generally included at no extra cost for ongoing investment management clients. Heritage Strategic Wealth does not have a minimum account size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally 0.75% annually and may be negotiated. Financial planning is included at no additional cost.