The Herbst Group, LLC
Assets Under Management
$207.0M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$1.5M
AUM per Advisor
$103.5M
Compensation
Fee-Only (AUM)
About This Firm
The Herbst Group provides wealth management services, including discretionary investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, college athletes, charitable organizations, businesses, and retirement plans. They construct portfolios using low-cost, diversified mutual funds and ETFs, and may use individual stocks, bonds, and options.
Fee Structure
Wealth management fees range from 0.20% to 2.00% annually based on the scope and complexity of services, level of assets managed, and the overall relationship. Fees are paid monthly in arrears and may be negotiable. The firm does not impose a minimum relationship size.
Areas of Practice
Location
DE, United States