Hedeker Wealth provides discretionary and non-discretionary portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm constructs and monitors custom investment portfolios, rebalancing as market conditions or client circumstances change. Investment advice covers a wide array of securities, including stocks, bonds, mutual funds, exchange-traded funds, certificates of deposit, and alternative investments such as private partnerships and oil and gas drilling funds for accredited investors seeking tax planning strategies. Hedeker Wealth runs year-end tax projections to help identify potential income tax reduction strategies. While not formally holding out as a standalone financial planning firm, Hedeker Wealth integrates financial planning concepts into the portfolio management process to establish appropriate asset allocation and investment strategies. Client assets are held by qualified independent custodians, primarily Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable. Household accounts may be combined for breakpoint discounts.