Heidi Hershman
Heidi Hershman is a registered investment advisor at Hbw Advisory Services LLC, based in Agoura, CA, with 25 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.
Fee Estimator
Location
30495 Canwood Street, Suite 217, Agoura, CA, 91301
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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
Heidi is an investment advisory representative at HBW Advisory Services LLC, dedicating about a quarter of her time. She also sells fixed insurance products, including life, disability, annuities, and long-term care, and is a registered representative with HBW Partners. Finally, Heidi is the president of the board at a private Jewish day school, spending minimal time on this role.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Hbw Securities LLCBroker
PFS Investments INC.Broker
State Registrations2 states
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.