Hussmen Financial offers financial planning services covering cash flow, college savings, employee benefits, estate planning, financial goals, investment portfolio review, retirement planning, risk management, and tax planning. Financial planning is offered as ongoing comprehensive planning or limited scope projects. Hussmen Financial also offers investment supervisory services to existing clients, but this service is no longer offered to new clients. Hussmen Financial may utilize XY Investment Solutions for portfolio management services.
Assets Under Management$44M
Clients7
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.60% |
These fees are non-negotiable and only applicable to existing/legacy clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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