Hebert Investment Advisors provides investment management and financial planning services. The firm focuses on investment management, but also addresses cash flow, college, insurance, retirement, tax, and estate planning as needed. Hebert Investment Advisors is a fee-only firm, charging 1% of assets managed annually. They do not have custody of client funds, which are held at a qualified custodian.
Assets Under Management$65M
Clients40
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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