Brett Herron is a registered investment advisor at Hfm Investment Advisors, LLC, based in Glassboro, NJ. Brett 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, Insurance Planning, and 3 more. Their firm serves 527 clients with $330M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
HFM also charges 1.00% annually for TIAA annuities only. Advisory fee is negotiable at HFM's sole discretion.
Fee Estimator
Location
102 West High Street, Suite 200, Glassboro, NJ, 08028
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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
Hfm Investment Advisors, LLC
Previous Registrations
Hfm Investment Advisors, LLC
State Registrations1 state
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