A complete list of active advisors currently associated with The Herbst Group, LLC

Warmer can help you find a great advisor at The Herbst Group, LLC or one who fits your needs even better.

The Herbst Group is a fee-based, SEC-registered advisory firm that provides discretionary wealth management, customized investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, college athletes, charitable organizations, businesses, and retirement plans. The firm manages approximately $204.8 million for about 190 clients and operates with a small team of four advisors. Portfolios are constructed primarily with low-cost mutual funds and ETFs within a generally long-term framework, but the firm also uses individual stocks, bonds, options, and derivatives as appropriate to meet client objectives. The Herbst Group exercises discretionary trading authority, applies fundamental, technical, and cyclical analysis, and discloses and advertises its performance results—an uncommon practice among peer team firms. Notable distinctions include sponsorship of a wrap-fee program that bundles transaction and custody costs into a single advisory fee and explicit use of derivatives in separately managed accounts, both of which are relatively uncommon among similar firms. The Herbst Group also maintains an institutional relationship with a major custodian that provides technology and research support and offers fiduciary retirement-plan services (including ERISA 3(21) and 3(38) roles), which may be relevant for plan sponsors and niche client segments.

To learn more about the advisors currently working at The Herbst Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.