H.C. Denison Co. provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. This includes investment strategy, asset allocation, and regular monitoring. HCD generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs. HCD acts as a fiduciary, meaning it's legally required to act in your best interest.
Assets Under Management$180M
Clients212
Advisors4
Avg. per Client$840K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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