Hbe Wealth Management, Llc
Lincoln, Nebraska
3.4
6 Reviews
HBE Wealth Management, LLC, based out of Lincoln, NE, is a small investment advisory firm that caters to over 160 individual clients. With a solid track record, they manage a substantial $128,627,000 in assets. HBE's expertise lies in handling employer 401Ks and individual portfolios, accounting for roughly half of their assets under management. Their reputation in this domain is well-established. With two offices, HBE Wealth Management focuses on delivering exceptional service to their clients. 98% of the assets they manage are handled on a discretionary basis, allowing them to make informed investment decisions aligned with the...
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Assets Under Mgmt

$128.63M

Investment Professionals

2

Locations

1

% 401K & Individual

34%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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