Kerri Herlick is a registered investment advisor at Hbw Advisory Services LLC, based in Simi Valley, CA, with 19 years of industry experience. Kerri 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, Investment Management, and 1 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
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
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 Activities
Kerri owns Women's Divorce Alliance as a Certified Divorce Analyst since 2016, and rental property since 2016. She is also a passive investor in MRH CA LLC SERIES SMART SHOPPING 21, RACE HORSE.
Employment History
Current Registrations
Hbw Advisory Services LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Morgan Stanley
Morgan StanleyBroker
Nylife Securities LLCBroker
Thrivent Investment Management INC.Broker
Hrc Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.