HMS Financial Services offers personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. HMS advises on cash flow, college planning, retirement planning, and limited tax planning. Clients make the final investment decisions, with HMS placing trades under a limited power of attorney.
Assets Under Management$120M
Clients247
Advisors1
Avg. per Client$480K
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5M+ | 0.10% |
Minimum annual fee is $375 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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