Kevin Hebson is a registered investment advisor at Kevin Hebson & Company, based in Winnetka, IL, with 28 years of industry experience. Kevin 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, High Net Worth, and 5 more. Their firm serves 14 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are billed quarterly in advance and are negotiable.
Fee Estimator
Location
1001 Green Bay Road, #229, Winnetka, IL, 60093
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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 Activities
Kevin is the owner of New Cumnock Consulting Inc., providing tax planning and bookkeeping services since 1991, dedicating about 10-20% of his time. He also operates under the DBA Kevin Hebson & Company.
Employment History
Current Registrations
Kevin Hebson & Company
Previous Registrations
Investors Capital Advisory
Fintegra Financial Solutions
Kevin Hebson & Company
LPL Financial Corporation
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
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