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Heritage Wealth Architects, Inc.
Mendota Heights, Minnesota
Heritage Wealth Architects, Inc., based out of Mendota Heights, MN, is a reputable investment advisory firm catering to high net worth individuals. With over 100 individual clients, they currently manage an impressive $207,853,000 in assets. The firm operates from a single office and offers a range of services, including investment advice and insurance brokerage. While employer funds constitute a significant portion of their asset management, they also handle 401K and individual accounts, accounting for less than 30% of their total assets under management.
As a discretionary manager, Heritage Wealth Architects, Inc. has the auto...see more
Assets Under Mgmt
$207.85M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
Reviews for Heritage Wealth Architects, Inc.
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