Hershey Financial Advisers manages investment portfolios and provides personalized financial planning and insurance solutions for individuals, high-net-worth families, and businesses. Hershey Financial Advisers builds custom strategies using asset allocation, tactical and strategic model portfolios, and third-party investment managers. The firm helps clients navigate retirement planning, debt reduction, budgeting, education funding, estate planning, and tax-efficient investing. Hershey Financial Advisers tailors all advice to each client's specific risk tolerance and financial goals, operating with a focus on comprehensive long-term financial well-being.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.75% |
| $1.5M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees are negotiable based on the scope, complexity, and time required. The schedule reflects the maximum annual fee rates for each tier.