As a Registered Investment Advisor, we are a fiduciary and we will provide you with independent advice regardless of what investment product or family of funds you use. We are held to the highest standard of care and are always required, and always will, act in your best interest.
We are a fee-only investment advisor - we do not receive compensation from anyone other than our clients. Our compensation is based on a combination of hourly fees (which may be structured as a fixed fee) for tax and financial planning services, and a percentage of assets under management for investment advisory services.
Working on a fee-only basis allows us to:
- Act in a fiduciary capacity on your behalf, limiting potential conflicts of interest.
- Help you realize short-term and long-term investment goals through customized financial planning and investment portfolios.
- Make it easy for you to monitor your accounts through simplified performance reporting and use of on-line tools.
- Support you with ongoing professional advice, timely information about accounts, and updates on the world’s financial markets.
- Manage your portfolio and make investment changes as your objectives or the economic climate changes.
If you would like to learn more about Heritage Wealth Advisors, please contact us below.