Hinchley Advisory Group offers customized investment advice and manages portfolios based on individual client needs. They meet with clients to determine their investment goals and risk tolerance, then develop a suitable investment strategy. Financial planning is included with their portfolio management services at no additional charge. The firm uses model portfolios ranging from conservative to growth-oriented.
Assets Under Management$190M
Clients296
Advisors1
Avg. per Client$650K
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
At the firm's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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