Kevin Hebson & Company offers customized asset management and financial planning and consulting services. For investment management clients, Kevin Hebson & Company builds portfolios tailored to individual needs using stocks, bonds, exchange-traded funds, mutual funds, and other securities, continuously monitoring and rebalancing accounts. For financial planning clients, Kevin Hebson & Company provides standalone advice covering retirement planning, estate planning, charitable planning, education planning, tax planning, real estate analysis, and debt evaluation. Kevin Hebson & Company acts as a fiduciary, legally required to act in your best interest, and operates on a fee structure based on a percentage of assets managed or hourly rates for planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are billed quarterly in advance and are negotiable.