Heritage Haus Wealth Partners manages investment portfolios and provides personalized financial planning for individuals, families, and retirement plans. The registered investment advisor offers three levels of wealth management services—Foundation, Comprehensive, and Complex—depending on the value of your portfolio. Services include asset management, retirement planning, tax plan reviews, estate plan reviews, and coordinating with your tax and legal professionals. Heritage Haus Wealth Partners also manages held-away accounts like retirement plans and health savings accounts, and provides fiduciary consulting for employer-sponsored retirement plans. The firm operates on a discretionary basis, meaning it makes trades on your behalf without needing approval for every single transaction. Investment strategies are tailored to your personal goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees for accounts of $3,000,000 and above are negotiable. Subject to a $2,000 minimum annual fee.