Heximer Investment Management, Inc.
Fee-only fiduciary offering wealth management, retirement solutions, and sophisticated financial strategies.
About
Heximer is a fee-only fiduciary dedicated to helping clients achieve their investment goals through transparent wealth management, retirement solutions, and sophisticated financial strategies. With a focus on fiduciary responsibility, the firm offers personalized portfolio construction, risk management, and tailored advice for entrepreneurs, executives, peak career professionals, pre-retirees, retirees, and high-net-worth individuals.
Services
Full Service Wealth Management
Customized financial planning emphasizing tax efficiency with managed assets up to $1,000,000 and an annual fee of 1.0% (minimum $1,000).
Fund Only Investment Management
Utilizes funds to implement investment strategy with managed assets equal to total balance and an annual fee of 0.70% (minimum $1,000).
Support and Financial Planning
Hourly or fixed fee engagements for financial planning or investment services, ranging from $1,000 to $25,000 or $200 per hour.
