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 charges fees for financial planning. This means we are not paid by commissions, sales or transaction charges, revenue sharing, kickbacks, or other forms of compensation as we work with you in the planning process. We feel this is important because we are paid based to provide you unbiased advice as it relates to your financial plan. Should the plan direct the use of products that create commissions, clients are fully informed of all details of the transaction.
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.