Heximer Investment Management Inc

Heximer Investment Management Inc. is a registered investment adviser founded in 1989 and currently managing over $100,000,000 in assets. The firm specializes in financial planning, investment management, and wealth management services tailored to individual client needs. They offer financial planning services covering various aspects such as cash management, retirement planning, tax planning, and more. For investment management, they provide continuous advice based on clients' needs and manage advisory accounts on a discretionary basis. The firm acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. Heximer Investment Management Inc. charges fees based on hourly rates, fixed fees, or a percentage of assets under management. Financial planning fees range from $1,000 to $25,000, while investment management fees are 0.70% annually with a minimum of $1,000. Wealth management fees vary based on assets under management. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients have the option to direct brokerage and may authorize fee debiting from their accounts. The firm conducts regular account reviews and provides clients with detailed reports on holdings, performance, and financial plans. Heximer Investment Management Inc. does not have a minimum account size but requires a minimum annual fee of $1,000. Clients have the flexibility to impose reasonable investment restrictions on their portfolios. The firm's employees, including President John C. Ohsner and Portfolio Manager Brandon D. Kremer, have strong educational backgrounds and professional certifications in finance and investment management. No disciplinary actions have been taken against the firm or its employees.