Heinekamp Financial Planning & Tax Service LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Heinekamp Financial Planning & Tax Service offers financial planning, investment planning, insurance planning, retirement planning, estate planning, and tax preparation services. The firm creates financial plans, analyzes investments, and makes recommendations based on client goals. They also prepare individual and small business tax returns. The firm's owners are also principals of SCH Enterprises, a broker/dealer, which may create a conflict of interest.
Assets Under Management$53M
Clients230
Advisors3
Avg. per Client$230K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable. The maximum fee is 0.99%; however, Heinekamp Financial may choose to charge a lower quarterly fee at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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