Handy & Company Financial Advisors (HCFA) offers investment management and financial planning services. HCFA creates customized investment portfolios based on your goals and risk tolerance. They may also provide access to tax planning and preparation services through their related CPA firm, Handy and Reagan LLC. HCFA acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.20% |
| $250K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are negotiable for assets over $2,000,000.01. The investment advisory fees can include a tax return preparation discount component with 10% of the investment advisory fee amount applied against the tax return preparation by our related CPA firm, when CPA services are requested and provided. The fees for trust accounts are separately negotiated depending upon the range of services to be provided.