Hesmer Wealth Management is a registered investment advisor offering portfolio management services on both a discretionary and non-discretionary basis. They tailor investment advice to individual client needs, considering financial planning an integral part of the process. They also offer financial planning and consulting services, which can be stand-alone or coupled with ongoing portfolio management. They may recommend third-party money managers and offer pension consulting services to employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum fee of 1.00% depending on the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fees are negotiable.