Hepner Financial Services provides ongoing investment management based on each client's goals and risk tolerance. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Hepner Financial Services primarily advises on mutual funds, stocks, bonds, ETFs, REITs, annuities, and other securities.
Assets Under Management$39M
Clients43
Advisors1
Avg. per Client$900K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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