Hg Capital Advisors provides investment advice to individuals, small businesses, and institutions. For individuals, this often involves managing investments with the authority to make trades without asking for approval each time. Hg Capital doesn't typically offer financial planning, but may provide limited consultation services on investment-related matters if requested by high net worth individuals. Fees are based on a percentage of the assets managed.
Assets Under Management$16M
Clients180
Advisors1
Avg. per Client$90K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Hg Capital offers investment management services for a fee based on the value of your investments. The percentage charged varies depending on the type of account and the amount invested. For example:
- Taxable Accounts: Fees range from 1.63% on the first $250,000 to 1.03% on amounts over $1 million.
- Tax-Deferred Accounts: Fees range from 1.72% on the first $250,000 to 0.98% on amounts over $4 million.
- Active Accounts: Fees range from 2.25% on the first $500,000 to 0.75% on amounts over $4 million.
- Tactical Accounts: Fees range from 1.75% on the first $250,000 to 1.15% on amounts over $1 million.
- Allocations Accounts: Fees range from 1.50% on the first $250,000 to 0.90% on amounts over $1 million.
- Conservative Accounts: 1.00% on the first $2.5 million and 0.9% on amounts over $2.5 million.
Certain assets like cash may be excluded from fee calculations. Fees are charged quarterly.
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