Herr Capital Management is a wealth management firm serving individuals, families, and businesses. They offer financial planning, investment management, and consulting services. HCM aims to help clients achieve prosperity by aligning their finances with their values and goals. They provide advice on wealth creation, protection, and distribution, as well as tax and estate planning.
Assets Under Management$79M
Clients117
Advisors2
Avg. per Client$680K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.55% |
| $150K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. Some clients with low account balances may pay up to 2% to meet the minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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