Hemsley Advisors manages investment portfolios and provides personalized financial planning and consulting services for individuals, high net worth individuals, charitable organizations, and corporations. Hemsley Advisors creates tailored investment strategies based on each client's specific goals, time horizon, risk tolerance, and tax situation, operating on both a discretionary and non-discretionary basis. Comprehensive financial planning—covering personal budgeting, tax and cash flow analysis, investment review, insurance, retirement, and estate planning—is included at no extra charge with portfolio management services. Clients can also hire Hemsley Advisors for standalone hourly consulting or financial planning on specific topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 0.60% |
| $50K+ | 0.60% |
Accounts under $50,000 have a minimum fee of $300 per year, which may be waived at Hemsley Advisors's discretion. Pre-existing clients may be grandfathered in at earlier fee schedules. Fees are negotiable.