HV Capital Advisors offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. HVCA also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. HVCA generally limits its investment advice to mutual funds, equities, bonds, ETFs, real estate, hedge funds, and government securities.
Assets Under Management$19M
Clients100
Advisors1
Avg. per Client$190K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...