Brandon Hinneberg is a CFP, ChFC-designated registered investment advisor at Off-Trail Works LLC, based in Austin, TX, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 21 clients with $9M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
There is also a reduced advisory fee of 0.25% annually on alternative investment assets. ERISA retirement accounts are charged the same investment management fees as all other accounts under management.
Fee Estimator
Location
12856 N Hwy 183 Suite B #2063, Austin, TX, 78750
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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 →Employment History
Current Registrations
Off-Trail Works LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.