HERMITAGE WEALTH

Overview

Hermitage Wealth is an independent, owner-operated registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. The firm functions as a capital allocator—meaning it places client capital into pooled vehicles and outside managers as well as providing direct advice—rather than running a high-volume, in-house trading operation. Investment implementation leans toward managed and pooled products. Fee options are flexible and include percentage-of-AUM arrangements as well as hourly and fixed-fee engagements, which aligns with a practice that combines ongoing advisory relationships and project-based planning work. Hermitage Wealth is not positioned as an active ESG investor and operates on a single-state basis.

Assets & Accounts

Public Holdings

Location & Offices