Richard Hebert

19 Years of Experience

New Smyrna Beach, FL

Richard Hebert is a registered investment advisor at Hebert Investment Advisors, INC., based in New Smyrna Beach, FL, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 40 clients with $65M in assets under management.

Hebert Investment Advisors, INC.

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

40 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$65.0M

Fee Structure

Minimum Investment:$400K

Investment management only (planning not offered)

Minimum Annual Fee:$1,000

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

New Smyrna Beach, FL

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Hebert Investment Advisors, INC.

May 2006 - Present · 20 yrs

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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