Advisor at Hebert Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hebert Investment Advisors, Inc.
Location
New Smyrna Beach, FL
Credentials
Series 65
Industry experience
19 years
Richard Hebert is the sole advisor at Hebert Investment Advisors, Inc. in New Smyrna Beach, FL, holding a Series 65 designation with 19 years of industry experience. He has led his independent firm since 2003. Hebert Investment Advisors provides personalized investment management and financial planning to individuals, trusts, estates, and small businesses. The firm emphasizes long-term, diversified portfolio construction using no-load, no-transaction-fee mutual funds, with discretionary asset management and regular portfolio reviews.
Based on Hebert Investment Advisors, Inc.
Minimum $2,500 for financial planning engagements, fee based on complexity
$0 - $100,000: Higher percentage rate on annual fees with a $1,000 minimum annual fee $400,000+: 1% per year
$100 per hour for limited scope financial planning engagements and follow-on implementation work
Account minimum: $400,000 Minimum fee: $1,000 minimum annual fee for accounts under $100,000 Fee-only: Fee-only investment management and financial planning services; no commissions received
New Smyrna Beach, FL
Florida
Hebert Investment Advisors, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
New Smyrna Beach, FL
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Firstrust
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