Steven Hecht Investments Inc. offers investment advice and manages portfolios for individuals, small businesses, and other organizations. They primarily use stocks, bonds, ETFs, and mutual funds. The firm monitors portfolios continuously and rebalances them as needed based on market conditions and client circumstances. Steven Hecht is the President and sole owner.
Assets Under Management$47M
Clients31
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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