Herzog Financial Group offers financial planning and investment management services. They help clients manage their wealth, reach financial goals, and understand their financial issues. For small business owners, they provide cash flow and tax planning and assistance in establishing retirement plans. They also work with retirees to help preserve and grow their capital while meeting their cash flow needs. Herzog takes an active management approach utilizing individual equity issues, mutual funds and individual taxable and tax-free bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Portfolios for non-discretionary portfolio management are charged 0.25% on all assets under management. Fees for discretionary portfolio management may also be charged a flat annual fee as agreed upon by the Client in an execute Client Agreement.
