Hinsdale Associates
Assets Under Management
$109.7M
Number of Clients
147
Number of Advisors
N/A
Average Client AUM
$746K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hinsdale Associates Incorporated offers separately managed accounts (SMAs) and financial planning services to retail investors and organizations. They focus on asset allocation using ETFs and mutual funds, managed on a discretionary basis. Financial planning services are tailored to individual needs, covering wealth preservation, tax, retirement, and estate planning. Accounts are typically subject to a $100,000 minimum, which may be waived.
Fee Structure
Investment management fees for separately managed accounts may be up to 1% annually based on complexity, service level, total assets, or other relevant circumstances. Financial planning services are billed hourly or at a fixed rate, starting at $300 for limited-scope engagements, increasing with complexity and time spent. Certain insurance products may earn commissions. Investment management fees do not include custodial fees or brokerage commissions.
Areas of Practice
Location
15 Spinningwheel Road, Suite 226, Hinsdale, IL, 60521