Heritage Haus Wealth Partners LLC's Form ADV discloses 1.20% on accounts up to $250,000, 1.10% on accounts up to $500,000, 1.00% on accounts up to $1 million, 0.90% on accounts up to $3 million, and negotiable rates above $3 million, with the rate applied to the entire account. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #342736), Heritage Haus Wealth Partners LLC is subject to fiduciary duty under federal law.
Heritage Haus Wealth Partners LLC is headquartered in NEW BRAUNFELS, TX.
Heritage Haus Wealth Partners LLC serves 33 high-net-worth clients according to their SEC filing dated September 29, 2026. View client details ↓
According to their SEC Form ADV, Heritage Haus Wealth Partners LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
Heritage Haus Wealth Partners LLC manages $241 million in client assets according to their SEC filing dated September 29, 2026.
According to their SEC Form ADV, Heritage Haus Wealth Partners LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓