Team Hewins, LLC
Assets Under Management
$3.4B
Number of Clients
531
Number of Advisors
20
Average Client AUM
$6.5M
AUM per Advisor
$171.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Team Hewins offers investment advisory and financial planning services to individuals, families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. Services include standard investment advisory, retirement plan services, and financial planning. They use a disciplined approach, asset class diversification, and long-term investing.
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Discounts may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,500
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
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Location
203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065
