Team Hewins offers investment management and financial planning services to individuals, families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. Clients can choose one service without being obligated to engage Team Hewins for any other. Team Hewins provides investment advice through dedicated advisors who create customized investment strategies based on the client's financial situation, risk tolerance, and investment objectives. They may recommend mutual funds, ETFs, independent managers, or private investment funds.
Assets Under Management$4B
Clients576
Advisors20
Avg. per Client$6.9M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. Includes basic financial planning services. Specific consulting services may require a separate agreement and incur a separate fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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