Hermosa Capital Management (HCM) offers non-discretionary investment advisory services, meaning they'll get your approval before making any trades. They manage separate accounts with stocks, bonds, mutual funds, and ETFs. HCM also provides financial planning and consulting services, including investment assessments and due diligence. They may receive commissions from the sale of insurance, real estate, or securities recommended in the financial plan, creating a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees are negotiable for accounts over $250,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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