Hewins Financial Advisors Review


Trust Score 85%
Trust Score info_outline
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Hewins Financial Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 47 advisors. Hewins Financial Advisors manages $3 billion and provides investment advisory services for 1,634 clients (1:35 advisor/client ratio).

Hewins Financial Advisors requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 35 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 19 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $5,000
Average Account AUM $1,964,821
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3 billion
Advisor / Client Ratio 1:35
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.85%
$5,000,001 to $10,000,000 0.40%
$10,000,001+ 0.30%


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