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

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $6.0M0.70%
$6.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

1563 Crossings Centre Drive, Suite 100, Forest, VA, 24551-4744

8 Advisors at this firm