The Herbst Group, LLC offers comprehensive wealth management services, which include discretionary investment management and personalized financial planning. The Herbst Group works with individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Investment portfolios are constructed using low-cost, diversified mutual funds, exchange-traded funds, individual stocks, bonds, and options contracts based on each client's specific goals, time horizon, and risk tolerance. Financial planning covers retirement, education savings, tax strategies, and philanthropic giving. The Herbst Group operates as a registered investment advisor and serves as a fiduciary, putting client interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.20% to 2.00% depending on portfolio size, scope, and complexity. Fees are negotiable at the discretion of the firm.