As with everything we do, clarity and transparency is a hallmark of our service… our wealth management fees are no exception. Being transparent about our fee structure is just one of the ways that we feel your trust is gained.
Heritage Investors only charge fees for financial planning. This means we are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other compensation schemes as we work with you. We feel this is important because we are paid based on the success of your accounts and not by selling you something you don’t need simply to receive a commission.
Can we answer your questions?
If you need help with understanding the Wealth Management fees or any other fee structures, schedule a meeting with one of our team members. We will be happy to answer any questions.