Seth Heine LLC offers financial planning and investment advice, covering wealth accumulation, retirement, estate planning, and risk management. They work with clients to understand their financial goals and provide customized advice. Seth Heine LLC is independent and not controlled by any third-party financial products company. Client assets are held at Charles Schwab & Co., Inc.
Assets Under Management$350K
Clients2
Advisors1
Avg. per Client$180K
Avg. per Advisor$350K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Reduced fee schedule applies to bonds and certain fixed income securities: - 0.60% on the first $100,000 - 0.50% on assets of $100,001 – 1,000,000 - 0.44% on assets of $1,000,001 – $2,000,000 - 0.42% on assets of $2,000,001 - $3,000,000 - 0.36% on assets of $3,000,001 - $5,000,000 - 0.30% on assets of $5,000,001 - $10,000,000 - 0.15% on assets over $10,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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