Hermens Capital Management (HCM) offers investment management and financial planning services. HCM provides advice through consultations to determine financial objectives, identify financial problems, manage cash flow, plan taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. HCM is a fee-only firm and does not receive commissions.
Assets Under Management$55M
Clients40
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. The combined value of accounts within the same family may be considered when determining fee breaks.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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