H I Management Services Inc. provides ongoing asset management services to clients by determining their individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients may impose restrictions on investing in certain securities or types of securities.
Assets Under Management$6.5M
Clients95
Advisors1
Avg. per Client$69K
Avg. per Advisor$6.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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