Stephen Hetrick
Stephen Hetrick is a registered investment advisor at Retirement Collaborative LLC, based in Harrisburg, PA, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 178 clients with $45M 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 $10K | 1.50% |
| $10K - $50K | 1.00% |
| $50K - $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
For managing just cash assets, the fee ranges from 0.25% to 0.50%. For employer-sponsored retirement accounts where Retirement Collaborative LLC provides advice and trading through a third-party platform (Pontera), the fee is 0.50% if using the plan's normal investment options, or 0.75% if using a brokerage account window. This includes the Pontera platform fee of 0.25%. PCRA accounts may have a reduced fee (25% less) than the fee schedule listed above for Investment Management.
Fee Estimator
Location
2000 Linglestown Road, Suite 303, Harrisburg, PA, 17110
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is an independent agent providing non-variable life and health insurance through various life insurance companies.
Employment History
Current Registrations
Retirement Collaborative LLC
Previous Registrations
The Hetrick Investment Group LLC
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.