Hedeker Wealth LLC
Assets Under Management
$470.1M
Number of Clients
246
Number of Advisors
2
Average Client AUM
$1.9M
AUM per Advisor
$235.0M
Compensation
Fee-Only (AUM)
About This Firm
Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management services tailored to client needs. They may recommend alternative investments for accredited investors for tax planning purposes. Financial planning is provided incidental to portfolio management. The firm also offers advice on various types of investments.
Fee Structure
The annual portfolio management fee is based on a percentage of assets managed, billed quarterly in advance. For equity and balanced portfolios, fees range from 1.65% on the first $250,000 to 0.80% for assets over $10,000,000. Fees are negotiable based on individual client circumstances. A minimum of $500,000 is generally required to open and maintain an advisory account, but this may be waived or altered at the firm's discretion. Persons providing investment advice on behalf of the firm are licensed as independent insurance agents and may earn commission-based compensation for selling insurance products.
Areas of Practice
Location
One Overlook Point, Suite 610, Lincolnshire, IL, 60069