Hedeker Wealth LLC offers investment advice and portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Hedeker Wealth may recommend alternative investments for accredited investors for tax planning purposes. They also provide financial planning related services incidental to portfolio management services.
Assets Under Management$470M
Clients246
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.65% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee is negotiable depending on individual client circumstances. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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