Herrick Portfolio Management Co. offers financial planning, consulting, and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. Investment management is tailored to individual client needs, considering risk tolerance and investment objectives. The firm primarily uses mutual funds, exchange-traded funds, and individual debt and equity securities.
Fee Structure
Herrick Portfolio Management Co. charges an annual fee based on a percentage of the value of your investments. The percentage varies between 0.50% and 3.00% depending on the amount of assets managed and the type of investment management services provided. This fee does not include brokerage commissions or other transaction fees.