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 - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
HFS’s investment advisory fee is negotiable at HFS’s discretion.
Fee Estimator
For investment management, you'll pay an annual fee based on the value of your managed assets (see the table above for rates). Personal financial planning and consulting services are charged hourly, ranging from $350 per hour for most financial planning services to $125 per hour for administrative functions. A new account processing fee of up to $350 may be charged. The firm's investment advisory fee is negotiable at HFS’s discretion. Client assets managed through the Institutional Bond Program will be subject to an additional annual fee of up to 0.11%.
Areas of Practice
Advisor Information
Office location
Herndon, VA
Get directionsRegulatory History
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