HMS Capital Management offers investment management services using different investment models based on your risk tolerance and goals. They manage portfolios directly, rebalancing them at least annually. HMS Capital also provides financial consulting services, including general wealth education, budgeting, estate planning, and insurance consultation. Additionally, they offer Family Wealth Advisor Services, providing comprehensive wealth management for families.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Fees are negotiable. There are separate fee schedules for equity/balanced accounts and fixed income only accounts. Fixed income only accounts: - **$0 to $5,000,000:** 1.50% per year - **$5,000,001 to $10,000,000:** 1.00% per year - **$10,000,001 to $20,000,000:** 0.75% per year - **Over $20,000,001:** 0.50% per year