Team Hewins, LLC offers investment management and financial planning services to individuals, families, trusts, estates, and retirement plans. The firm builds diversified portfolios primarily using mutual funds and exchange-traded funds, following Modern Portfolio Theory. Team Hewins provides customized investment strategies, ongoing portfolio monitoring, rebalancing, and tax-loss harvesting. Clients can choose discretionary or non-discretionary management. In addition to standard investment services, Team Hewins provides retirement plan consulting for employers and standalone financial planning services. The firm typically custodies client assets through Charles Schwab & Co., Inc. and collaborates with institutional research providers like Callan to support its investment approach.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Family assets can be aggregated to reach lower fee tiers. Basic financial planning is included.
