SS&H Financial Advisors focuses on setting realistic investment objectives and managing risk to help clients achieve their financial goals. They offer investment advisory services and manage client assets, tailoring their approach to each client's risk appetite. SS&H utilizes fundamental and technical analysis to offer advice on publicly traded securities.
Assets Under Management$480M
Clients116
Advisors2
Avg. per Client$4.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable and will be detailed in writing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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