Hypo Financial Services and Investment Adviser (HFSIA) is a California-registered investment advisor. HFSIA manages investment portfolios for individuals, designing each portfolio to meet their specific goals and objectives. Clients can place reasonable restrictions on the types of investments held in their portfolios. HFSIA manages assets on a discretionary or non-discretionary basis.
Assets Under Management$270K
Clients15
Advisors1
Avg. per Client$18K
Avg. per Advisor$270K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.40% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.2M | 1.75% |
| $1.2M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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