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
20200 W Dixie Hwy, Suite 1009, Miami, FL, 33180
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Philip HerzbergRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is involved with several professional and non-profit organizations, including the Jewish Community Foundation, Provisors, Greater Boca Raton Estate Planning Council, Collaborative Family Law Institute (CFLI) Miami, CFP Board Ambassador, and The National Financial Education Council Florida Advisory Board. These roles are uncompensated.
Employment History
Current Registrations
Team Hewins, LLC
Previous Registrations
The Lubitz Financial Group
United Capital Financial Advisers
Ladenburg Thalmann Asset Management INC
State Registrations2 states
Exams
Additional Information
I am a featured speaker for local and national organizations, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), FPA, United Way, and the Jewish Community Foundation's Professional Advisory Council. I've been honored to be quoted in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Retirement Daily, Morningstar, Barron's, InvestmentNews, Financial Advisor Magazine, Miami Herald, and Sun-Sentinel.