Advisor at Heritage Financial LLC
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Firm
Heritage Financial LLC
Location
Gainesville, VA 20155
Credentials
Series 63, Series 65
Industry experience
21 years
David Morton is a financial advisor with Heritage Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Heritage Financial since 2007, including its current form since 2016, and previously at The Strategic Financial Alliance and Acorn Financial Advisory Services. In addition to advisory work, he is a licensed insurance agent involved in fixed life and health insurance sales. Heritage Financial LLC provides investment management and financial planning to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs client portfolios with a core-and-satellite approach, often implementing strategies through independent third-party advisers.
Based on Heritage Financial LLC
Based on Heritage Financial LLC
Based on Heritage Financial LLC
Financial planning fixed fees range from $1,000 to $20,000, negotiable and case-by-case.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.40% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Insurance products sold by one IAR receive customary commissions; HF receives compensation from American Funds ranging from 0.25% to 0.75% on assets invested.
Financial planning hourly rate of $475 per hour, at discretion of HF.
Fee-only: Financial planning fees range from $1,000 to $20,000 (fixed fee basis) or $475 per hour (hourly basis). Fees are negotiable.
7001 Heritage Village Plaza, Suite 190
Gainesville, VA 20155
Maryland · Texas · Virginia
Heritage Financial, LLC
2016 - Present (10 years)
The Strategic Financial Alliance, Inc.
2011 - 2017 (6 years)
Acorn Financial Advisory Services, Inc.
2011 - 2016 (5 years)
Heritage Financial
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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