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.
2700 N Military Trail Suite 400, Boca Raton, FL, 33431
Get directionsKaren is an investment adviser representative of HJ Sims Capital Management, dedicating approximately 80% of her time to this role. The filing does not mention any other business activities.