Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Heritage charges a tiered annual fee based on the aggregate value of managed accounts within a household. The fee schedule is 1.00% on the first $2,500,000, decreasing to 0.30% for amounts greater than $25,000,000. For Heritage Generations Group clients with assets at Betterment, the fee is 0.75%. Fees are payable quarterly in advance, except for Betterment clients where fees are paid in arrears. Clients also pay transaction fees, custodial fees, and internal fund expenses. Fees may be negotiable in limited circumstances.
Areas of Practice
Advisor Information
Office location
100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James serves as a trustee for a corporate retirement plan, conducted from the branch location. This activity is investment-related.