Hj Harrell Investments
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
HJ Harrell Investments is a sole proprietorship offering ongoing portfolio management services. They create an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. HJHI requests discretionary authority to select securities and execute transactions. The firm seeks fair and equitable allocation of investment opportunities among its clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.95% |
| $300K - $800K | 1.50% |
| $800K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
You'll pay an annual fee based on the amount of assets managed. The fee is 1.95% for assets up to $300,000, 1.50% for assets between $300,001 and $800,000, and 1.00% for assets above $800,000. These fees are negotiable. Clients are also responsible for paying third-party fees such as custodian and brokerage fees.
Areas of Practice
Location
TX, United States