HR Financial Services (HRFS) provides ongoing investment portfolio management services tailored to each client's circumstances and objectives. HRFS also offers general financial consulting and wealth management services to individuals, families, and businesses. HRFS uses a combination of technical and fundamental analysis to assess risks and opportunities.
Assets Under Management$19M
Clients13
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally not negotiable, but HR Financial Services reserves the right to negotiate fees for unusually large or specialty accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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