Dean Hedeker is a registered investment advisor at Hedeker Wealth LLC, based in Lincolnshire, IL, with 35 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 246 clients with $470M 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 $1000K | 1.65% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fee is negotiable depending on individual client circumstances. Similarly situated clients could pay different fees.
Fee Estimator
Location
One Overlook Point, Suite 250, Lincolnshire, IL, 60069
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2023Regulatory
April 2005Other Business Activities
Dean is the sole owner of Hedeker Law, LTD, an estate planning law firm located in Lincolnshire, IL.
Employment History
Current Registrations
Hedeker Wealth LLC
Previous Registrations
Certes Capital Securities, LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Terra Securities CorporationBroker
State Registrations3 states
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.