Van Hulzen Asset Management, operating as Van Hulzen Financial Advisors, offers a range of investment advisory services tailored to individuals, trusts, estates, small business owners, and retirement plans. The firm provides comprehensive wealth management that includes balance sheet analysis, financial planning, estate planning, and tax strategies. In addition, Van Hulzen Financial Advisors offers dedicated asset management strategies such as covered call strategies, fixed income, equity management, and model portfolios. Clients can choose between discretionary management, where Van Hulzen Financial Advisors makes trades on their behalf, and non-discretionary arrangements. The firm emphasizes fundamental, technical, and cyclical analysis when constructing portfolios and managing risk. Van Hulzen Financial Advisors also offers specialized consulting services, asset allocation programs, and retirement plan support for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee is 1.50% for wealth management, equity, fixed income, and ERISA services, and 1.75% for asset allocation and model portfolios. Fees are negotiable based on account size and scope of services.