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.
115 Wild Basin Road, Suite 115, Austin, TX, 78746
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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 →Benjamin Zimmer is an Asset Management Strategist for Herbert J. Sims Capital Management, spending approximately 45% of his time on this business. The filing does not mention any other business activities.