Eddie Hebert
Eddie Hebert is a registered investment advisor at Strategic Financial Concepts, LLC, based in Kyle, TX, with 36 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.
Fee Estimator
Location
115 Kohlers Crossing, #305, Kyle, TX, 78640
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2003Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Advisors
Proequities, INC.Broker
State Farm Vp Management CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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