HC Advisors manages investment portfolios and offers financial planning and consulting services for individuals, families, trusts, estates, and business entities. HC Advisors provides both discretionary portfolio management, where the firm makes trades on your behalf without prior consultation, and non-discretionary management, where your approval is required before making trades. The firm also provides access to independent third-party money managers who oversee specific portions of client portfolios. In addition to investment management, HC Advisors offers broad-based and modular financial planning, covering retirement, cash flow, and other financial goals. The firm's principal owner is Daniel C. Henning, who is also the principal owner of an affiliated accounting firm. HC Advisors typically recommends Charles Schwab as the custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.