The Wealth Management Fee Structure
As with everything we do, clarity and transparency is a hallmark of our service... our fees included.
Heritage Investors is a fee-onlyfinancial planning firm. 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 are paid on the success of your accounts, not by selling you something you don't need simply to receive a commision.
|Level One - Premier Client||Level Two - Select Client||Level Three - Elite Client|
|The typical client:||
|Meetings||1 meeting/year for financial plan review after the initial onboarding meeting.||2 meetings/year for financial plan review after the initial onboarding meeting.||4 meetings/year for financial plan review after the initial onboarding meeting.|
|Fees||$1,800 - $3,600||$3,600 - $6,200||$4,800 - $8,500|
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.