Assets Under Management

$470.1M

Number of Clients

246

Number of Advisors

2

Average Client AUM

$1.9M

AUM per Advisor

$235.0M

Compensation

Fee-Only (AUM)

About This Firm

Hedeker Wealth LLC, a registered investment adviser, provides portfolio management services tailored to client objectives and risk tolerance. They offer both discretionary and non-discretionary management. Financial planning is incidental to portfolio management. They may recommend alternative investments for accredited investors for tax planning purposes.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

One Overlook Point, Suite 610, Lincolnshire, IL, 60069

2 Advisors at this firm