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.
Assets Under Management$450M
Clients462
Advisors9
Avg. per Client$970K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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