Hedeker Wealth LLC
Answer a few questions and
get matched with an advisor.
Learn more about Hedeker Wealth LLC
Overview
Hedeker Wealth LLC is a financial advisor firm headquartered in Lincolnshire, Illinois. The firm controls $317.6 million in total assets over 676 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Hedeker Wealth LLC has a small team, including 2 financial advisors. Hedeker Wealth LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, options and stocks.
Hedeker Wealth LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing to seek client approval. The company's typical account size is $469,831. An average advisor at Hedeker Wealth LLC manages about 338 client accounts.
The company's main office is at One Overlook Point, Lincolnshire, Illinois 60069. Hedeker Wealth LLC is legally allowed to provide services to clients throughout 4 states, including Arizona, Florida, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hedeker Wealth LLC by the Numbers
$317.6 million
7
676
$469.8 thousand
Fee Structure
Fees charged by financial advisors largely are based on which service is provided. However, fees charged by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Hedeker Wealth LLC manages money for a broad range of investors. Hedeker Wealth LLC works with retail investors, high net worth investors, pooled investment vehicles, pension plans and charitable organizations. Out of its 676 clients, Hedeker Wealth LLC's biggest client group by number of accounts is retail investors, but it also caters to 79 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 37.26%
- Other Individuals - 50.47%
- Corporations - 9.43%
- Charitable Organizations - 2.83%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Hedeker Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Hedeker Wealth LLC
Lincolnshire, IL
Lincolnshire, IL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.