Warren Hyams is a registered investment advisor at Hyams Investments, INC., based in Strafford, PA, with 32 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 20 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.60% |
| $2.5M+ | 0.55% |
In addition to the base management fee, a performance fee is charged. The performance fee is 20% of the amount by which the market value of a client's account at the end of the relevant accounting period exceeds an 8 percent annual return. For accounts with annualized amounts invested over $2.5 million, the annual performance fee is 20% for the first $2.5 million and 17.5% for the amount exceeding $2.5 million. The stated fees are generally not negotiable.
Fee Estimator
Location
Strafford, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hyams Investments, INC.
State Registrations1 state
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