Hemisphere Partners LLC

Fee-Only (% of Portfolio)

Hemisphere Partners provides investment advice to clients based on their individual needs and goals. They work with clients to create an investment policy statement and recommend suitable investments, including stocks, bonds, mutual funds, and exchange-traded funds. Clients can choose to have their investments managed with or without Hemisphere's discretion. Hemisphere may also recommend third-party investment advisors.

Assets Under Management$210M
Clients42
Advisors2
Avg. per Client$5M
Avg. per Advisor$100M

Fee Structure

Investment management only (planning not offered)

Hemisphere Partners' annual advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.20% to 1.00%. The specific rate is stated in your advisory agreement and is determined by factors like the complexity of your situation and the amount you invest. Fees are generally paid quarterly in advance.

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Location

2 Advisors at this firm