Van Hulzen Financial Advisors offers investment advice and financial planning to individuals, pension plans, trusts, estates, small businesses, and other organizations. Services include wealth management, asset management, consulting, and financial planning. Van Hulzen Asset Management manages client assets on an individualized basis and clients may impose restrictions on their accounts.
Fee Structure
Van Hulzen Financial Advisors offers investment management services where fees are calculated as a percentage of the value of your portfolio. The maximum fee is 1.50%, but the actual fee is negotiable based on the complexity of your situation. This fee covers various investment strategies, including equity, fixed income, and asset allocation programs. Fees are billed quarterly.