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
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Matthew holds a note for a home he sold in 2019 and receives monthly principal and interest payments. This activity requires minimal time.