Hergenroeder Financial Advisors offers investment management services tailored to individual client needs. They manage portfolios using asset allocation and diversified investments like mutual funds and ETFs. They also offer financial planning and consulting services on a separate fee basis, covering areas like estate planning and insurance. Clients can choose discretionary or non-discretionary investment management.
Assets Under Management$300M
Clients421
Advisors3
Avg. per Client$720K
Avg. per Advisor$100M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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