HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.
2150 Post Road, Suite 301, Fairfield, CT, 06824
Get directionsCarlos is an investment adviser representative of HJ Sims Capital Management, dedicating about 20% of his time to this role. He also spends about 10% of his time on insurance activities, while his primary business involves providing brokerage services.