Hohensee Financial Services, founded in 1993, offers investment advice as part of financial planning. They advise on cash flow, college planning, retirement, tax, and estate planning. Clients maintain control of their assets, and Hohensee Financial Services places trades with a limited power of attorney or client direction. Other professionals are engaged by the client as needed. The initial meeting is free to determine if their services are beneficial.
Assets Under Management$18M
Clients36
Advisors3
Avg. per Client$500K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1M+ | 0.55% |
Discounts may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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