The Heymont Group Wealth Management And Retirement Solutions

CRD#137372
Investment Advisor Firm

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Learn more about The Heymont Group Wealth Management And Retirement Solutions

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    The Heymont Group Wealth Management And Retirement Solutions is a financial advisor company that has its headquarters in Los Angeles, California. The firm has a small team of three employees, two of whom are financial advisors. The Heymont Group Wealth Management And Retirement Solutions is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and equities.

    Under $100,000 of its financial planning investments were in securities, with under $100,000 invested in non-securities.

    The company's headquarters is located at 1880 Century Park East, Suite 1008, Los Angeles, California 90067. The company is registered to serve investors in the state of California.

    Editorial note: In certain cases, firms can file as exempt reporting advisors with the SEC, meaning they file an abbreviated version of the Form ADV. As a result, this is all of the publicly available information for The Heymont Group Wealth Management And Retirement Solutions. Please visit the SEC website for more information at https://www.sec.gov

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    1880 Century Park East, Suite 1008
    Los Angeles, CA 90067

    The Heymont Group Wealth Management And Retirement Solutions by the Numbers

    Total Number of Employees

    3

    National Average: 29

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    Products and Services

    Services provided by The Heymont Group Wealth Management And Retirement Solutions include financial planning services. Notably, the company did not provide financial planning services to any of its customers in the prior fiscal year. The Heymont Group Wealth Management And Retirement Solutions is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 45% 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.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • 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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    Fee Structure

    Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by The Heymont Group Wealth Management And Retirement Solutions can include some blend of the following fee structures: hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by The Heymont Group Wealth Management And Retirement Solutions.

    Available

    • Offered by 35% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 40% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 74% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 2% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 17% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    The Heymont Group Wealth Management And Retirement Solutions does not have any disclosures.

    Please visit its Form ADV for more details.

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    This content was compiled from the SEC and FINRA