Eddie Hebert is a registered investment advisor at Strategic Financial Concepts, LLC, based in Kyle, TX, with 36 years of industry experience. Eddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
115 Kohlers Crossing, #305, Kyle, TX, 78640
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2003Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
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LPL Financial LLC
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State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.