Heckman Financial & Insurance Services (HFIS) provides investment management and financial planning services to individuals, families, trusts, estates, and businesses. HFIS offers ongoing asset management, one-time financial plans, and ongoing financial planning. HFIS may use sub-advisors or recommend third-party managers. Seminars and workshops are also offered to educate the public.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Advisor Managed or Alternative accounts are offered at 1.00% annually, and Client Managed accounts for $30/year.