HealthView Asset Management (HVAM) offers investment management services to individuals, banks, trusts, estates, charitable organizations, and corporations. HVAM primarily invests in mutual funds, exchange-traded funds, and other securities. HVAM works with clients to develop a customized investment strategy based on their financial goals, risk tolerance, and time horizon. HVAM also offers automated portfolio options.
Fee Structure
HVAM charges a percentage of the value of your portfolio, or a fixed fee. The exact percentage ranges from 0.10% to 2.50% and is determined by factors such as the amount you invest, the complexity of the service, and the types of services you need. Sub-advisor fees range from 0.25% to 0.50% and are in addition to HVAM's fees. The combined fees will not exceed 3%.