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They include 450 individual clients, 444 high-net-worth individuals and 8 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Heritage Investment Group offer?","answer":"Heritage Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and estate planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Heritage Investment Group charge?","answer":"Heritage Investment Group charges 0.30%–1.25% a year for its Advisory Fee/Equity and Balanced Account Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"HERITAGE 2026 REVISED FORM ADV PARTS 2A AND 2B, filed 27 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Heritage Investment Group use?","answer":"Heritage Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.13B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Heritage Investment Group have?","answer":"Heritage Investment Group has 12 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Heritage Investment Group invest in?","answer":"At the end of its last fiscal year, Heritage Investment Group’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Heritage Investment Group?","answer":"Heritage Investment Group’s direct owners are Maclean Family Trust F/B/O Frederick R. Maclean III Dated 09/30/04 (5% to 10%), Maclean Family Trust F/B/O (5% to 10%), Frederick R. Maclean, JR. Rev. Trust Dated 05/31/00 (50% to 75%), Frederick R. Maclean, JR. Rev. (50% to 75%), Timothy Glenn Slattery Rev. Trust Dated 10/23/03 (10% to 25%), Timothy Glenn Slattery Rev. (10% to 25%), the Taylor Family Rev. Trust Dated 05/17/11 (5% to 10%), the Taylor Family Rev. Trust (5% to 10%), Maclean Family Trust F/B/O Madeline R. Maclean Dated 09/30/04 (5% to 10%), Robert Ian McCarver and Tracy (5% to 10%), Robert Ian McCarver and Tracy M. McCarver - Tenants by the Entirety (5% to 10%), Laura Maclean Irrevocable (5% to 10%), Laura Maclean Irrevocable Trust (5% to 10%), and Laura Maclean (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Heritage Investment Group get paid?","answer":"Heritage Investment Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Heritage Investment Group?","answer":"Heritage Investment Group’s main office is at 2480 N.e. 23rd Street, Pompano Beach, FL 33062. Its phone number is 954-785-5400. 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