Stock Management LLC, operating as Ben Heeb and Assoc since 1984, offers investment supervisory services. They work with clients to set financial goals and create appropriate investment portfolios. Stock Management selects stocks, bonds, exchange traded funds, and no-load mutual funds to meet those goals. Sell targets are set initially, and the client can request modifications. The firm manages investments for a percentage of the value of your portfolio and does not charge commissions.
Assets Under Management$130M
Clients419
Advisors2
Avg. per Client$310K
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | 2.50% |
| $15K - $50K | 2.00% |
| $50K - $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are based on billable assets, which exclude bonds and only include half of the mutual fund total. Fees may be waived or decreased for employees and non-profit organizations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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