Hinds Financial Group INC
Assets Under Management
$496.1M
Number of Clients
299
Number of Advisors
6
Average Client AUM
$1.7M
AUM per Advisor
$82.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hinds Financial Group offers discretionary asset management, financial planning (broad-based, modular, and consultative), and plan implementation services. Investment advice is tailored to meet client needs and objectives. They may use risk-based models, portfolio strategists, or third-party money managers. Financial planning covers tax, budgeting, education, retirement, insurance, estate, business, and charitable gift planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.14% |
| $1.0M - $1.5M | 0.92% |
| $1.5M+ | 0.76% |
Fees are negotiable. Envestnet may assess minimum program fees for accounts less than $150,000.
Fee Estimator
Asset management fees are based on a percentage of assets managed, as detailed in the fee schedule. Fees may be combined with Envestnet PMC asset management fees. Financial planning fees range from $1,000 to $10,000 for fixed fees, $150-$350/hour for planning consultants, and $100-$150/hour for administrative staff. Retainer fees for ongoing plan updates range from $5,000 to $25,000 annually. Financial planning fees are subject to a $1,000 minimum. Envestnet may assess minimum program fees for accounts less than $150,000.
Areas of Practice
Location
141 Union Blvd., Suite 350, Lakewood, CO, 80228