Boeckermann Heinen & Mayer Wealth Management LLC (Bloomington)

Boeckermann Heinen & Mayer Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boeckermann Heinen & Mayer Wealth Management: assets under management

The assets under management (AUM) of Boeckermann Heinen & Mayer Wealth Management LLC is $354.25 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $348.51 million in discretionary accounts and $5.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.11 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boeckermann Heinen & Mayer Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Bloomington

The principal office where Boeckermann Heinen & Mayer Wealth Management LLC performs its advisory services is located at 7900 Xerxes Avenue South, Bloomington, MN 55431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-844-2500 or by fax 952-844-2525. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at bhmwealth.com.

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