Hermitage Advisors manages assets for clients by creating customized portfolios, primarily allocating investments among various strategies managed by other investment managers. They conduct interviews to understand client needs and collaborate to determine the best course of action, considering personal circumstances and the global financial environment. Hermitage provides ongoing information and makes changes as appropriate and mutually agreed upon.
Assets Under Management$16M
Clients13
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable with each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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