Heritage Strategic Wealth provides investment management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and request authority to make trades without asking first. HSW also offers financial planning services, including investment planning, insurance, tax, retirement, education, and debt/credit planning, generally at no additional cost to investment management clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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