Emily Eshleman is a CFP-designated registered investment advisor at Hsc Wealth Advisors, based in Forest, VA, with 8 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 3 more. Their firm serves 462 clients with $450M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
The minimum annual fee is $10,000, but exceptions can and do exist. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
1563 Crossings Centre Drive, Suite 100, Forest, VA, 24551-4744
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hsc Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Emily graduated from Liberty University with a passion to serve others through financial counselling. In the fall of 2014, Emily joined the HSC team as a Financial Planning Analyst Intern while working on her bachelor’s degree. After graduating in 2015, Emily transitioned into the role of Assistant Financial Planner, then passed the CERTIFIED FINANCIAL PLANNER™ exam in November of 2017. Prior to attending Liberty, Emily earned her Associates Degree in Business Administration from Raritan Valley Community College in New Jersey.