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.
| Level One – Premier Client |
| Level Two – Select Client |
| Level Three – Elite Client |
The Typical
Client:
- Has assets but is not clear about investment options available.
- Needs cash-flow management.
- Inquires about insurance that will fit their needs.
- Begins to question his basic tax planning strategies and retirement planning.
- Has assets but is not clear about investment options available.
- Needs cash-flow management.
- Inquires about insurance that will fit their needs.
- Begins to question his basic tax planning strategies and retirement planning.
- Has similar characteristics of the Select Level client but is dealing with more complex issues:
- Requires more involved debt management and analysis of the year-by-year cash flows.
- Seeks advice on pre-retirement decisions and wealth conservation strategies.
- Needs an in-depth review of estate planning and insurance coverage.
- May benefit from gifting strategies or tax strategies, such as charitable giving.
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
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.
Connect
Social Media
Phone
865-690-1155
Email
info@heritageinvestor.com
Address
10641 Deerbrook Dr.,
Suite 100
Knoxville, TN 37922
