Hemsley Advisors, LTD.
Assets Under Management
$541.0M
Number of Clients
316
Number of Advisors
4
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$135.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Hemsley Advisors, Ltd. offers investment management and financial planning services. They create personalized investment strategies based on your goals, risk tolerance, and time horizon. Financial planning is included with investment management and covers areas like taxes, retirement, and estate planning. They also offer consulting services on specific financial topics. Hemsley Advisors may manage your investments with or without your prior approval for each trade.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 0.60% |
For accounts less than $50,000, there is a minimum fee of $300 per year, but this may be waived. Fees may also be charged as a flat dollar amount, which is negotiated on a case-by-case basis.
Fee Estimator
Areas of Practice
Location
311 S Wacker Drive, Suite 1525, Chicago, IL, 60606