Hedgeye Risk Management, LLC

CRD#147272
Investment Advisor Firm

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Overview

Hedgeye Risk Management, LLC is a financial advisor firm based in Stamford, Connecticut. The firm has an average-sized group of 60 employees, including 33 financial advisors. Hedgeye Risk Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and stocks.

The firm's headquarters is located at 1 High Ridge Park, Stamford, Connecticut 06905-1322. Hedgeye Risk Management, LLC is legally allowed to serve customers in the state of Connecticut.

Editorial note: Under certain conditions, advisors and firms are able to file as exempt reporting advisors with the SEC, meaning they file a shorter version of the Form ADV. As a result, this is all of the available information for Hedgeye Risk Management, LLC. Please visit the SEC website for more information at https://www.sec.gov

Number of Advisors

33

Disclosures

No

Office Location

1 High Ridge Park
Stamford, CT 06905-1322

Hedgeye Risk Management, LLC by the Numbers

Total Number of Employees

60

National Average: 29

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Products and Services

Services provided by Hedgeye Risk Management, LLC can include publication of newsletters and other services. However, Hedgeye Risk Management, LLC did not provide financial planning services to any of its customers in the prior fiscal year. The company does sell products or offer services different than investment advice to its customers.

Core Advisor Services

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    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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    Portfolio Management

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

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    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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    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial management usually vary depending on which services the firm provides the client. However, fees billed by Hedgeye Risk Management, LLC typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Hedgeye Risk Management, LLC.

Available

  • Offered by 1% of firms

    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.

  • Offered by 12% of firms

    Other

    Show Explanation

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

Unavailable

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    Percentage of Assets

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    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 35% of firms that offer this fee type

    Hourly

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    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.

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

    Commissions

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    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.

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    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 40% of firms that offer this fee type

    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.

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Disclosures

Hedgeye Risk Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Hedgeye Risk Management, LLC

Felix Wang
Stamford, CT
David Talbott
Stamford, CT
William Mcmahon
Stamford, CT
Patrick Barber
Stamford, CT
Jeremy Mclean
Stamford, CT
Sean Jenkins
Stamford, CT
Dragoljub Malesevic
Stamford, CT
Darius Dale
Stamford, CT
Ami Joseph
Boston, MA

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This content was compiled from the SEC and FINRA