Hinds Financial Group offers investment management and financial planning services. Investment advice is tailored to each client's needs, objectives, and risk tolerance. Financial planning covers areas like tax, retirement, insurance, and estate planning. Hinds Financial Group may use third-party money managers and wrap fee programs.
Assets Under Management$540M
Clients298
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.14% |
| $1.0M - $1.5M | 0.92% |
| $1.5M+ | 0.76% |
Fees are negotiable. The fee schedule includes Envestnet's platform fee, which ranges from 0.1% to 0.02% depending on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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