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- Custodian
- Altruist · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2021
- Office Locations
- 1
Office Locations
About Heritage Wealth
Heritage Wealth is a Naperville, IL retirement-focused RIA providing holistic financial planning and investment management, including retirement income, healthcare and legacy planning. The team includes CFP/CFA/CPA expertise and prepares and files taxes in-house, using strategies like Roth conversions. Portfolios emphasize managing income risk via a two-bucket approach, with advisory fees capped above $2M invested.
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Owner & Executives
DAVID CONSTANTINE FORTOSIS JR
Chief Compliance Officer, Managing Member
- CRD
- #6133046
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,755,532 | -- |
| Non-Discretionary | $1,327,589 | -- |
| Total | $55,083,121 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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