Hummer Financial Advisory Services (HFAS) offers investment advice and financial planning to individuals, trusts, retirement accounts, and corporations. HFAS manages investments based on each client's needs and preferences. HFAS also provides limited and comprehensive financial planning services, including retirement, estate, tax, and insurance planning. Comprehensive planning is only offered to investment management clients.
Assets Under Management$200M
Clients44
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Minimum annual fee is $8,000. If the minimum account size of $1,000,000 is waived, the standard fee schedule is increased by 0.40% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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