Heritage Family Offices, LLP
Assets Under Management
$408.1M
Number of Clients
245
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$136.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Heritage Family Office s, LLP (HFO) offers wealth management services, including investment strategies, asset allocation, and portfolio monitoring. They also provide family office services such as financial planning, estate planning, tax planning, and insurance. HFO manages assets on a discretionary basis and may select sub-advisors.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee Estimator
HFO charges a maximum annual fee of 2.00% based on total assets under management for wealth management services. These fees are billed monthly in arrears. If a sub-advisor is used, they will charge an additional fee, generally ranging from 0.25% to 0.50%. Family Office Services are offered for a fixed or ongoing fee, not to exceed $250,000, depending on the complexity of the engagement. There is no minimum account size.
Areas of Practice
Location
9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260