Wealth Management Business Planning Fees

Wealth Management / Business Planning Fees

As with everything we do, clarity and transparency is a hallmark of our service, and our wealth management fees are no exception.

Here at Heritage Investors, we are fee-only advisors meaning we are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other compensation schemes. This is important because it means we are paid by growth, not by selling you something you don't need in order to get a commision.

Basic Business Planning Complex Business Planning
The typical company profile has:
  • Solo Owner
  • Revenue < $1M
  • Employees < 25
  • Net Worth < $1M
  • Net Income < $500k
  • Multiple Owners and Possibly Several Companies
  • Revenue > $1M
  • Employees > 25
  • Net Worth > $1M
  • Net Income > $500k
Strategies employed:
  • Growth Initiatives
  • Deferred-Compensation Issues
  • Phantom Stock Issues
  • Employee Stock Options/Employee Stock Ownership Plans
  • Growth Initiatives
  • Deferred-Compensation Issues
  • Phantom Stock Issues
  • Employee Stock Options/Employee Stock Ownership Plans
  • Exit Planning
  • Merger
  • Buy-out Purchase
  • Defined Benefit Plans
  • Value Growth Strategic Planning
  • Debt Management
Number of meetings: 6 - 8 per year 12+ per year
Fees $6,000 - $15,000/year (depending on structure) $10,000+/year, may include $350/hr rate

 

Business Consulting for Startups

We also offer business coaching and strategy for the newly started businesses, helping the owner get their company off the ground with the solid foundation that only a Certified Value Growth Advisor™ can offer.

Startup Planning
The typical client:
  • Solo Owner
  • Little or Minimal Business Experience
Services rendered:
  • Strategic Planning
  • Budget Analysis and Planning
  • Risk Management Analysis
  • Business Coaching
  • Quantification Assessment
Number of meetings: 4 - 6 per year
Fees $3,600 per year (depending on structure)

Schedule a meeting...

If you are ready to discuss how Heritage Investors can help you drive future business success, then schedule a meeting with one of our team members.