Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable and discounts must be approved by senior management.
Fee Estimator
Team Hewins charges an annual fee based on a percentage of assets under management. For standard investment advisory services, fees are tiered (see table above). Basic financial planning services are included. Specific consulting services may require a separate agreement and fee. The firm typically charges a minimum fee of $625 per quarter but reserves the right to waive it. Financial planning and consulting fees range from $3,000 to $10,000 annually or $350 to $400 per hour.
Areas of Practice
Advisor Information
Office location
203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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