Hsc Wealth Advisors
Assets Under Management
$410.0M
Number of Clients
459
Number of Advisors
8
Avg. Portfolio per Client
$893K
Avg. Managed per Advisor
$51.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
HSC Wealth Advisors offers personalized financial planning and investment management services to individuals, families, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include financial objective determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. HSC Wealth Advisors is a fee-only firm and does not sell commissioned products.
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
Areas of Practice
Location
1563 Crossings Centre Drive, Suite 100, Forest, VA, 24551-4744
