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 $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable on a case-by-case basis and all fees are billed in arrears.
Fee Estimator
HSAM offers several fee structures: a fixed or sliding percentage based on assets under management, a fixed annual fee, a transaction-based fee, or an hourly charge for consulting. Asset-based fees are negotiable and assessed quarterly. Clients may also incur administrative and custodial charges from their custodians. HSAM also charges fees for arbitrage rebate compliance services and bidding agent services.
Areas of Practice
Advisor Information
Office location
2700 Via Fortuna, Suite 410, Austin, TX, 78746
Get directionsRegulatory History
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