Heritage Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$672,468,599
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
1
Average account size
$672,468,599
Client services
Fee options
Consultation services charged up to $5,000 fixed fee
up to 1.95% annually, negotiable depending on client needs and complexity
Consultation services charged between $150.00 to $500.00 per hour
Fee-only: Investment supervisory fees paid as percentage of AUM up to 1.95%, negotiable; consulting fees up to $5,000 fixed fee and/or $150 to $500 hourly rate
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Heritage Capital Advisors, LLC
Arvada CO, United States
Number of offices
1
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