Hilton Head Financial Advisors provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan their estate. Hilton Head Financial Advisors is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$360M
Clients172
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiated on assets above $2,000,000. A different fee schedule for the fixed income component may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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