Steven Hermann Advisory offers investment management services by determining individual investment goals, risk tolerance, and time horizon. The firm also provides financial planning and consulting services, including cash flow analysis, investment planning, tax reduction strategies, and estate planning. Steven Hermann Advisory utilizes the Envestnet platform to assist in the management of client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50.0M - $75.0M | 0.25% |
| $75M+ | 0.25% |
Fees are negotiable for accounts over $75,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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