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Herr Capital Management LLC

Headquartered in CHICAGO, IL

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Firm Information

Herr Capital Management LLC is an investment advisory firm based in [Main Office Location - City, State], [Main Office Location - Country]. They provide financial planning and portfolio management services for individuals and families. They have approximately $48.53 million in regulatory assets under management and serve 106 clients.

Herr Capital Management LLC

$48.53M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

HERR CAPITAL MANAGEMENT LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Herr Capital Management LLC

View All 2 Advisors
Unclaimed
Terrence Edward Herr

CFP®, RA

CHICAGO, IL

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Melissa Nicole Osika

RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Herr Capital Management LLC.

Frequently Asked Questions (7)

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