Hodge Financial Services offers financial planning and investment management. Hodge Financial Services is a fee-only firm and does not sell commissioned products. Investment advice is an integral part of financial planning. Hodge Financial Services advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. The client makes the final decision on investment selection.
Assets Under Management$20M
Clients23
Advisors1
Avg. per Client$860K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees on amounts over $1,000,000 are negotiable. In certain circumstances for existing clients the annual fee may be higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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