Larry Hilkemann
Larry Hilkemann is a PFS-designated registered investment advisor at Mcmill CPA and Advisors, based in Norfolk, NE, with 27 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,656 clients with $860M 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Family accounts and related business accounts are combined for billing purposes. Fees are negotiable.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
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
Larry owns and manages farm building and land rentals, dedicating a few hours per week. He is also a CPA at McMill CPA PC, working nearly full-time, and an independent insurance agent selling fixed insurance, spending minimal time on this. Additionally, Larry is a board member for two charitable organizations, Norfolk Area Concert Association and Wayne State College Foundation, spending minimal time on each.
Employment History
Current Registrations
Mcmill CPA and Advisors
Previous Registrations
Wealth Management 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.
Exams
More Advisors
- Stanley Christensen, PFSMcmill CPA and Advisors
- Patricia Lammli, CFPCommonwealth Financial Network
- Terry Heimes, CFPCommonwealth Financial Network
- Jeb Nordby, CFPOsaic Wealth, INC.
- Brenden Olsen, CFPCommonwealth Financial Network
- Ryan Anderson, CFPCommonwealth Financial Network