The Financial Planning Fee Structure
As with everything we do, clarity and transparency is a hallmark of our service... our fees included. Being transparent about our fee structure is just one of the ways that we feel your trust is gained.
Heritage Investors only charges 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.
|Level One - Premier Client||Level Two - Select Client||Level Three - Elite Client|
|The typical client:||
|Meetings||1 meeting per year for a financial plan review after the initial onboarding meeting if minimum assets are managed.||2 meetings per year for financial plan review after the initial onboarding meeting.||4 meetings per year for financial plan review after the initial onboarding meeting.|
|Fees||$3,600||$3,600 - $6,200||$4.800 - $8,500|