Heritage Wealth Partners, LLC

Heritage Wealth Partners, LLC is a Registered Investment Adviser based in Dublin, Ohio, established in November 2017. The firm offers tailored investment advisory services, financial planning consulting, and discretionary and non-discretionary investment advisory services to individuals and corporations. Clients must have a minimum account size of $250,000 to open and maintain an advisory account. Fees for asset management services range from 0.40% to 1.50% annually based on the amount of assets under management. Financial planning services are charged through fixed fees or hourly arrangements ranging from $300 to $800 per hour. The firm does not charge performance-based fees or participate in side-by-side management. Heritage Wealth Partners does not compensate for client referrals and does not have physical custody of client funds. Clients receive quarterly account reviews and statements from an independent custodian. The firm may exercise limited custody if granted written authorization to deduct fees from client accounts. Clients can grant discretionary authority for investment decisions, with the ability to impose limitations on the firm's discretion. The firm does not vote proxies on behalf of clients and is not required to provide financial information due to prepayment limitations.