Team Hewins, LLC
Assets Under Management
$3.4B
Number of Clients
531
Number of Advisors
20
Average Client AUM
$6.5M
AUM per Advisor
$171.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Team Hewins offers investment advisory and financial planning services to individuals, families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include standard investment advisory, retirement plan services, and financial planning. They use a disciplined approach, asset class diversification, and long-term investing, leveraging Callan's research and resources.
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
Location
203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065
