Hot Springs Asset Management (HSAM) offers investment management and financial planning services. HSAM manages investments for individuals, pension plans, trusts, estates, charities, and small businesses. HSAM creates personalized investment plans and manages client portfolios, primarily using exchange-traded funds, stocks, bonds, and mutual funds. HSAM is a fee-only firm and does not sell commissioned products.
Assets Under Management$19M
Clients55
Advisors1
Avg. per Client$340K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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