HS Management Partners (HSMP) provides investment advice, managing client accounts primarily on a discretionary basis. HSMP focuses on building a concentrated portfolio of 20 to 25 high-quality companies with strong growth potential and attractive valuations. HSMP invests primarily in domestic U.S. companies, with limited exposure to non-U.S. companies. HSMP does not provide financial planning services or tax advice.
Assets Under Management$1.5B
Clients140
Advisors2
Avg. per Client$11M
Avg. per Advisor$770M
www.hsmanage.com ·www.linkedin.com/company/hs-management-partners... ·www.youtube.com/watch?v=n0e-psklcgy&t=1s
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.50% |
For accounts less than $1 million, a $10,000 annual fee is charged. Fees are negotiable and related accounts may be aggregated to lower the advisory fee. For accounts where HSMP manages cash, cash-like instruments, money market securities and U.S. treasuries the fees on said securities are at a negotiated rate.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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