Assets Under Management
$207.0M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$103.5M
Compensation
Fee-Only (AUM)
The Herbst Group offers wealth management services, including discretionary investment management and financial planning. They create customized investment strategies using low-cost, diversified mutual funds and ETFs, and may also use individual stocks and bonds. They also offer retirement plan advisory services.
DE, United States