Hebert Investments manages investment portfolios for individuals and institutions, using stocks, bonds, exchange traded funds, and mutual funds. Hebert also publishes Institech, a technical stock market research publication for other financial professionals. Hebert aims to tailor its portfolio management to individual client needs, with more customization available for larger accounts.
Assets Under Management$65M
Clients95
Advisors5
Avg. per Client$680K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1.0M | 1.55% |
| $1M+ | 1.35% |
For accounts over $5,000,000 fees are negotiable. Minimum annual fees: $850 per single household account, or $400 per account with household consisting of two or more accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...