H & S Financial Advisors Inc offers investment advice and manages investments for individuals. They help clients choose investment sectors, select assets, and decide when to buy or sell. Clients can choose their risk level, which determines the maximum percentage of their account invested in stocks. The firm manages all client assets with the authority to make investment decisions.
Assets Under Management$4.5M
Clients73
AdvisorsN/A
Avg. per Client$61K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$40
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.25% |
| $25K - $300K | 1.00% |
| $300K+ | 0.75% |
If the client has more than one account, their accounts are combined to determine the amount under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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