HY Financial LLC specializes in managing client portfolios and providing limited financial planning services, including tax, insurance, retirement, and estate planning. When managing portfolios, HY Financial considers the client's financial situation, employment status, cash reserves, retirement account values, age, retirement date, other income sources, and risk tolerance. The firm uses general securities (stocks & bonds), mutual funds (including ETFs), government securities, and options.
Assets Under Management$13M
Clients24
Advisors1
Avg. per Client$530K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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