Heritage Wealth Management Group, Ltd

Heritage Wealth Management Group, Ltd. is a Registered Investment Adviser established in Virginia in 2004. The firm offers investment advisory services to institutional and individual clients on a discretionary basis, managing investments in equities, mutual funds, bonds, and other instruments. They provide investment consulting services related to asset allocation, portfolio diversification, and risk management. HWMG acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. Investment strategies include long-term purchases, short-term purchases, model portfolios, and margin transactions. Clients receive financial planning services, with fees ranging from $800 to $5,000 per plan/year. The fee structure is based on a percentage of assets under management, with a tiered fee schedule. HWMG does not charge performance-based fees and generally advises individuals, trusts, estates, charitable organizations, and corporations. The firm does not have any disciplinary events and does not engage in brokerage practices that may create conflicts of interest. Clients' accounts are held with custodians, and HWMG does not vote on client securities unless authorized. The firm maintains confidentiality of client information and provides services to ERISA accounts as an investment manager. For more information, clients can contact the Chief Compliance Officer, Simeon L. Whittle.