Team Hewins, LLC
Team Hewins, LLC is an investment advisor firm established in 2017 and registered with the SEC. The firm offers investment advisory and financial planning services to individuals, families, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. Clients can engage the firm for standard investment advisory services on a discretionary or non-discretionary basis, with a minimum account size of $250,000. Retirement Plan Services are available on an ERISA 3(38) fiduciary basis with a minimum account size of $1,000,000. The firm may waive minimum account sizes depending on client circumstances. Investment strategies include asset allocation among various mutual funds, ETFs, independent third-party asset managers, and private investment funds. Team Hewins does not participate in performance-based fees, side-by-side management, or wrap fee programs. The firm has not been subject to disciplinary actions and provides proxy voting and securities class action services. Clients receive regular account reviews, and the firm's Chief Compliance Officer is available to address any questions. For more information, clients can contact Michelle McCarthy at 513-832-5447.
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