Herbert Huesman
Herbert Huesman is a ChFC-designated registered investment advisor at Family Wealth Advisory Group, LLC, based in Fairfield, OH, with 22 years of industry experience. Herbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 211 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum annual fee is $6,500. FWAG also offers investment supervisory services where the annual fee is 1.00% of the assets under supervision. There is no minimum annual fee for this service. FWAG also offers a growing investor advisory service for selected individuals under the age of thirty (30) whose circumstances are such that full ongoing Wealth Management Services are not yet required but anticipated in the future. The cost of the growing investor advisory service is a flat monthly fee of $125.00.
Fee Estimator
Location
6200 S. Gilmore Rd, Fairfield, OH, 45014
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Regulatory 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 ActivitiesSells Insurance
Herbert is the Vice-President of Insurance Sales at John J. & Thomas R. Schiff & Co. Inc. since 1983 and President of Herbert S. Huesman & Associates Inc. since 1985. Herbert also repairs and assembles golf clubs on a custom basis since approximately 1996.
Employment History
Current Registrations
Family Wealth Advisory Group, LLC
Previous Registrations
L.M. Kohn & Company
State Registrations1 state
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