The H Group (THG) offers investment and financial planning services through Advisory Affiliates. They create diversified portfolios and use a systematic strategy to manage investments. THG helps clients coordinate their finances with their life goals, integrating investments across various accounts. Client involvement is crucial. THG offers initial financial planning services under a separate agreement. After that, clients can choose ongoing wealth management, including financial planning and portfolio management. Advice is tailored to client objectives, risk tolerance, and future needs. THG continuously monitors investments and provides ongoing advice.
Fee Structure
THG offers wealth management services where you pay a percentage of your assets each year. There are two different fee schedules:
Fee Schedule 1:
- 2.05% on assets under $250,000
- 1.85% on assets between $250,001 and $500,000
- 1.60% on assets between $500,001 and $750,000
- 1.35% on assets between $750,001 and $1,000,000
- 1.10% on assets between $1,000,001 and $3,000,000
- 0.85% on assets between $3,000,001 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fee Schedule 2:
- 1.50% on assets under $750,000
- 1.00% on assets between $750,000 and $3,000,000
- 0.85% on assets between $3,000,000 and $5,000,000
- 0.60% on assets in excess of $5,000,000
Fees may be negotiable.
