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 commission.
|Basic Business Planning||Complex Business Planning|
|The typical company profile has:||
|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.
|The typical client:||
|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.