Benny Heeb is a registered investment advisor at Stock Management LLC, based in Puyallup, WA, with 24 years of industry experience. Benny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 419 clients with $130M 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 $15K | 2.50% |
| $15K - $50K | 2.00% |
| $50K - $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are based on billable assets, which exclude bonds and only include half of the mutual fund total. Fees may be waived or decreased for employees and non-profit organizations.
Fee Estimator
Location
Puyallup, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stock Management LLC
State Registrations5 states
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