HC Advisors offers investment management and financial planning services to individuals, pension plans, trusts, estates, charities, corporations, and other businesses. HC Advisors provides both discretionary and non-discretionary portfolio management. HC Advisors also provides access to third-party money managers. Financial planning services are also available, either broad-based or modular, depending on the client's needs.
Fee Structure
HC Advisors manages investment portfolios for a fee based on the value of your portfolio. The maximum fee is 1.5% per year, billed quarterly in advance. Some clients may pay a negotiated flat fee, ranging from $100 to $25,000 per quarter, depending on the complexity of their account and the time required to manage it. Fees may be negotiable, and accounts of members of the same household may be aggregated to potentially reduce the advisory fee.