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IH

Irene Hecht

10 Years of Experience
Encino, CA

Irene Hecht is a registered investment advisor at Snow Financial Management, LLC, based in Encino, CA, with 10 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
49 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$98.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Snow Financial Management's fees generally range from 0.35% to 2.00% per year of the market value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets.

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Location

Encino, CA

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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.

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Employment History
Current Registrations
Snow Financial Management, LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Berson Money Management
May 2013 - June 2014 · 1 yr 1 mo
State Registrations1 state
CA
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.
Irene Hecht - Financial Advisor | TrueAdvisor