Herbein Financial Group (HFG) offers financial planning, consulting, and investment management services. Investment management is provided through Northeast Financial Group (NEFG). HFG coordinates with NEFG to tailor services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. HFG also provides services related to 1031 tax-free real estate exchanges and retirement plans.
Fee Structure
All investment management services are provided through Northeast Financial Group (NEFG). Clients of Herbein Financial Group (HFG) will receive NEFG's disclosure brochure, which details NEFG's investment management fees. HFG clients do not pay a higher fee for accessing NEFG through HFG; the fee is the same as if the client went directly to NEFG. HFG and NEFG share the fee.