Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K
Hourly Rate:$300/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

2150 Post Road, Suite 301, Fairfield, CT, 06824

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
August 2021 - Present · 4 yrs 5 mos
Herbert J. Sims & Co, INC.Broker
January 2018 - Present · 8 yrs
Previous Registrations
Braintree Capital Partners, LLC
November 2017 - November 2019 · 2 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gayl Ann Mileszko - Financial Advisor | AdvisorDiscover