Heximer Investment Management offers financial planning, investment management, and wealth management services to individuals, families, and businesses. Financial planning covers various aspects of a client's financial situation. Investment management provides continuous advice based on individual needs. Wealth management combines financial planning and investment management. Heximer manages accounts on a discretionary basis.
Assets Under Management$110M
Clients112
Advisors2
Avg. per Client$1M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
These fees apply to Wealth Management (Full Service). Investment Management (Fund Only) is charged an annual fee of 0.70%. Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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