Team Hewins, LLC
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Overview
Team Hewins, LLC is an advisory company that has its headquarters in Redwood City, California. It controls $2.2 billion in total assets across 1,547 accounts, placing it among the largest firms in the nation by assets under management (AUM). It has a small group, including 14 financial advisors. Team Hewins, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as equities, bonds and options.
Team Hewins, LLC manages 1,494 of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions without requiring the client's authorization. The firm also has 53 non-discretionary accounts with a total of $989.5 million in assets under management. Team Hewins, LLC administers about $1.4 million for every client account. The typical financial advisor at Team Hewins, LLC oversees about 111 client accounts.
The firm's central office is at 203 Redwood Shores Parkway, Redwood City, California 94065. Team Hewins, LLC is allowed to serve customers throughout a number of states, including California, Colorado, Florida, Illinois, New York, Oregon, Texas, Washington and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Team Hewins, LLC by the Numbers
$2.2 billion
23
1,547
$1.4 million
Products and Services
Team Hewins, LLC offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. In the prior financial year, it provided 251-500 of its accounts with financial planning services. Team Hewins, LLC does not sell products or offer services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely are based on the type of financial services provided. However, fee types charged by the firm most likely are comprised of the following fee structures: asset-based, hourly or fixed. Team Hewins, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Team Hewins, LLC manages money for a number of different customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 1,547 clients, Team Hewins, LLC's largest client group by number of accounts is high net worth investors, but it also serves 234 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 54.67%
- Other Individuals - 39.72%
- Corporations - 3.97%
- Charitable Organizations - 1.64%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Team Hewins, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Team Hewins, LLC
Boca Raton, FL
Redwood City, CA
Redwood City, CA
Boca Raton, FL
Redwood City, CA
Redwood City, CA
Redwood City, CA
Boca Raton, FL
Redwood City, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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