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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable under special circumstances such as householding of accounts or fee dispersion.
Fee Estimator
Heritage charges an annual investment advisory fee based on a percentage of assets under management. The advisory fee includes investment advisory services, selecting and monitoring investments, monitoring investment results, quarterly reporting, and financial planning and consulting services if requested. For extraordinary planning or consultation services, additional fees may apply. Financial planning and consulting services are compensated through fixed fees, negotiated based on the level and scope of services. Fees are negotiable based on various factors, potentially leading to fee dispersion among similarly situated clients.
Areas of Practice
Advisor Information
Office location
919 East Main Street, Suite 950, Richmond, VA, 23219
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 ActivitiesSells Insurance
Kristen is a licensed insurance agent since 2019, but the activity is not investment-related. She dedicates minimal time to this activity.