Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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
2255 Glades Road, Suite 210-E, Boca Raton, FL, 33431
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Karl Arthur SchwartzRegulatory 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 →Employment History
Current Registrations
Team Hewins, LLC
Previous Registrations
Elko Financial Advisors
Hewins Financial Advisors, LLC
Wipfli Hewins Investment Advisors LLC
State Registrations2 states
Exams
Additional Information
I discovered a passion for financial planning at an early age. As far back as high school, I was working the numbers to see what would be needed to build a retirement nest egg. I graduated from the University of Wisconsin, La Crosse, with a B.S. in Accounting, and since then, I've thrived on easing financial stress for my clients. We will take one step at a time, prioritize your issues, and take care of them at a manageable pace.