1200 Advisors 20191
Advisor in Illinois
Steve HefterHLM Capital Management Group
Top 1200 Advisors 20191
Total assets under management: $2.3 billion
His approach: Encourages clients to set up their own family foundations for charitable giving and cuts his usual fee in half for work related to these foundations.
His advice to clients: Donate as much of your estate as possible – it’s charitable and tax savvy.
His past: Started picking stocks at 13. Sperry Rand, Holiday Inn, and Boeing were his early favorites. In college, helped college freshman understand charting technique for stocks and commodities.https://www.forbes.com/best-in-state-wealth-advisors/#62cf7038291d
America’s Top 1200 Advisors 20191
#1 Advisor in Illinois
10 Years Running
Best-In-State Wealth Advisors 20192
#1 Advisor in Illinois
America’s Top 100 Independent Wealth Advisors3
#8 in the Nation
Forbes Top 250
Wealth Advisors 20184
1. 2019 Barron’s Top 1,200 Advisors
Source: Barron’s “Top 1,200 Advisors,” March 11, 2019, as identified by Barron’s magazine, rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
2. 2018 Forbes Best In State Wealth Advisors
Source: Forbes.com (February 2018). Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com.
3. 2019 Barron’s Top 100 Financial Advisors
2019 Barron’s Top 100 Independent Financial Advisors. Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
4. 2018 Forbes Top 250 Wealth Advisors
Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion