H Financial Management offers investment advice to individuals, families, and businesses, providing both discretionary and non-discretionary services. HFM also offers financial planning and consulting services, potentially charging a separate fee for extensive planning services. HFM may recommend other professionals like attorneys or accountants, and representatives are also licensed to sell securities and insurance through Osaic Wealth, creating a potential conflict of interest.
Assets Under Management$530M
Clients543
Advisors6
Avg. per Client$980K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
HFM may charge a lesser or higher investment advisory fee, charge a flat fee, waive its fee entirely, accept a lower relationship minimum, or charge fee on a different interval based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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