Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Some client relationships exist wherein the fees are affected by certain situations such as un-feed assets in a managed account or consolidation of assets across a household.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under management. For example, a $5,000,000 account would incur a total annual fee of $35,000, or 0.70%. HCM also offers investment consulting, tax consulting, and tax return preparation for an hourly fee, which varies depending on the service and professional performing the work. Some client relationships have fees affected by certain situations such as un-feed assets or consolidation of assets across a household.
Areas of Practice
Advisor Information
Office location
75 Federal Street, Suite 1100, Boston, MA, 01938
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