Heritage Wealth Management

Wealth Management Firm in Grandville, MI

Firm Info
Address: 4166 56th St SW STE B, Wyoming, MI 49418, USA
Phone: (616) 290-1100

Firm Size
Assets Under Management: $160.1 million
# of Advisors: 5
# of Clients: 530
Client to Advisor Ratio: 106:1
Average Account Size: $302,081
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Heritage Wealth Management Group, Ltd Overview

Heritage Wealth Management Group, Ltd is a registered investment advisory firm that specializes in offering investment advice only. The firm operates on a fee-only basis, which means that clients pay only for the services provided with no hidden costs or commissions. The firm has its headquarters located in Norfolk, VA. Heritage Wealth Management Group, Ltd was established recently, in 2021. However, the firm has quickly gained a reputation for its high-quality services and customer-centric approach. The team of experienced financial advisors works diligently to assist clients in achieving their financial goals. The firm offers a range of services that include financial planning and portfolio management for individuals and small businesses. The firm's financial planning services cover a wide range of areas, including retirement planning, tax planning, estate planning, and risk management. Heritage Wealth Management Group, Ltd prides itself on creating custom-tailored investment strategies for each client that align with their unique financial situation and goals.

HERITAGE WEALTH MANAGEMENT GROUP, LTD serves a diverse range of clients, including individuals, high net worth individuals, and other types of corporations not specifically mentioned. Regardless of their background or financial profile, the team at Heritage Wealth Management provides top-notch financial guidance and support tailored to each client's unique needs, lifestyle, and goals. When it comes to fees, Heritage Wealth Management offers several structures depending on the services needed. Clients looking for ongoing investment management can pay a percentage of assets under management (AUM), whereas those needing more specific advice or assistance might benefit from an hourly fee structure. Alternatively, fixed fees can be arranged for certain types of services or projects. Heritage Wealth Management strives to be transparent and upfront about all fees, ensuring each client fully understands the cost structure of the work provided.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Heritage Wealth Management Group, Ltd. states that the firm has an account minimum fee of $100 per quarter. However, the note also mentions that this fee may be waived by HWMGroup in its discretion. There is no specific mention of an investment minimum, so it is unclear if the firm has a minimum requirement beyond the quarterly account fee.

How This Office Can Help Grandville, MI Residents

Christopher Rapp - Ameriprise Financial Services, Inc. provides a range of financial services to clients in Travis County, TX, helping them achieve their financial goals through personalized financial planning. The clients in Travis County face a variety of financial situations, from saving for retirement, managing their investments, planning for college education, and preparing for unexpected circumstances such as illness or disability. Christopher Rapp's financial planning process involves analyzing clients' financial situation and goals, developing a comprehensive financial plan, and implementing an investment strategy that aligns with their objectives and risk tolerance. He also offers ongoing financial advice and guidance, ensuring that clients remain on track to achieve their financial goals and can adjust their plan as needed. With a focus on long-term financial success, Christopher Rapp can help clients in Travis County, TX navigate complex financial decisions and build a secure future.

To view the Minimum Investment and Fee Schedule for Heritage Wealth Management Group, Ltd, visit their Part 2 Brochure.

Services Offered by Heritage Wealth Management Group, Ltd

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Heritage Wealth Management Group, Ltd most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4166 56th St SW STE B, Wyoming, MI 49418, USA
Phone (616) 290-1100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 733 BOUSH STREET, SUITE 100, NORFOLK, VA 23510-1591, United States

This firm has no other locations.

State Registrations

Heritage Wealth Management Group, Ltd is registered to service clients in the following states:

  • Delaware
  • Florida
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Heritage Wealth Management Group, Ltd does not have any disclosures. Please visit it's Form ADV for more details.