Herges Capital Management provides investment advice and manages portfolios based on clients' goals and time horizons. They invest in stocks, bonds, and real estate investment trusts (REITs). Herges Capital avoids structured or leveraged products and focuses on long-only strategies. They aim to minimize costs and taxes by investing directly in individual stocks and bonds when possible, rather than using mutual funds. Clients can place restrictions on investments.
Assets Under Management$26M
Clients32
Advisors2
Avg. per Client$810K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.00% |
| $100K - $300K | 1.28% |
| $300K - $600K | 1.00% |
| $600K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.72% |
| $3M+ | 0.64% |
Fees are not negotiable but are based on assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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