Trueplan Benefit and Retirement Advisors
Assets Under Management
$4.6B
Number of Clients
48
Number of Advisors
7
Average Client AUM
$94.8M
AUM per Advisor
$650.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Healthcare Community Securities Corp. (HCSC) offers investment advisory and consulting services to defined benefit plans, defined contribution plans, and corporate assets. Services include developing investment policy statements, recommending third-party mutual funds, providing performance evaluations, and assisting in trustee/custodian selection. HCSC offers both discretionary and non-discretionary advisory services.
Fee Structure
HCSC's investment advisory fees can be flat-rate, asset-based, or tiered-rate, as agreed upon with each client. Fees are negotiable and may be adjusted annually. Clients can have fees deducted from their retirement plan assets or pay HCSC directly. Consulting fees are billed on a fee-for-service basis after the work is completed. HCSC may receive 12b-1 fees as a broker-dealer, but mitigates conflicts by recommending low-cost share classes or rebating these fees.
Areas of Practice
Location
One Empire Drive, Rensselaer, NY, 12144