Kevin Hebson & Company offers investment advice and financial planning to individuals. The firm creates investment portfolios using stocks, bonds, exchange traded funds (ETFs), and mutual funds tailored to each client's needs. Financial planning services cover investment, retirement, estate, tax, education, real estate, and insurance planning. The firm acts as a fiduciary, always working in the client's best interest.
Assets Under Management$22M
Clients14
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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