HealthEquity Advisors (HEA) offers investment advice through model portfolios and portfolio management for Health Savings Account (HSA) holders. They have two programs: AutoPilot (discretionary) and GPS (non-discretionary). HEA also provides investment consulting and research to HealthEquity, Inc. (HQY) and other third parties to develop investment lineups. All services are delivered online.
Assets Under Management$1.5B
Clients133,156
Advisors1
Avg. per Client$11K
Avg. per Advisor$1.5B
Fee Structure
Minimum Investment:$25
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Annual fee of 0.60% capped at $15 per month. Fees may be negotiable for employer-based subscriptions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...