Hollingsworth Avent Averre & Purvis, P.A. provides investment advice, 401(k) and retirement plan consulting, and financial planning. For investment management, they work with clients to understand their goals and risk tolerance, then create a portfolio using stocks, bonds, and exchange traded funds. They also offer 401(k) consulting services to plan sponsors and advisors. Financial planning services consider all of a client's assets, liabilities, goals, and objectives.
Assets Under Management$150M
Clients104
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1M+ | 0.25% |
Fees may be negotiable at a lower rate in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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