H&C Financial Services offers financial planning, tax planning, and investment management services tailored to each client's needs. They analyze multiple financial concerns together, including cash flow, retirement, insurance, tax, college, estate planning, and investments. H&C Financial Services manages assets on a discretionary basis, investing in mutual funds, equities, fixed income, and ETFs.
Assets Under Management$4.9M
Clients28
AdvisorsN/A
Avg. per Client$170K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
The minimum quarterly fee is $200.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.