Herbert Wiebe
Herbert Wiebe is a CFP-designated registered investment advisor at Pathfinder Financial Services, based in El Paso, TX, with 10 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 252 clients with $100M 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 $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.50% |
Fees are negotiable. When an Independent Manager is used, Pathfinder's fee and the Independent Manager's fee are combined, but the total annual rate will not exceed 1.50%.
Fee Estimator
Location
El Paso, TX
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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
Herbert is a licensed insurance agent providing life and disability policies and an enrolled agent providing tax preparation services through Herb G Wiebe LLC. He also works as an independent contractor and presenter for Texas A&M Agrilife Extension, providing continuing education classes for tax preparation professionals.
Employment History
Current Registrations
Pathfinder Financial Services
Previous Registrations
Royal Alliance Associates, INC.Broker
Nylife Securities LLCBroker
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.