Christian A. Hermo, LLC provides ongoing investment management services based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement to help select a suitable portfolio. The firm also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. Clients can impose restrictions on investments based on their values.
Assets Under Management$1.2M
Clients11
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.20% |
| $300K - $750K | 1.00% |
| $750K+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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