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The fee has a $15,000 annual minimum.","source":"ADV - MARCH 2026, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Heritage Investors Management use?","answer":"Heritage Investors Management’s separately managed account assets are held at Chevy Chase Trust Company (Bethesda, MD), with $4.35B. 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 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Heritage Investors Management have?","answer":"Heritage Investors Management has 8 investment adviser representatives registered with state securities authorities, out of 22 employees, and 8 perform investment advisory functions. 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