HD Money provides financial planning and investment management services, using sub-advisers for investment management. HD Money helps clients with financial goal setting, cash flow, tax, insurance, education, retirement, and estate planning. HD Money limits its investment advice to investments and strategies available from third-party managers, which include mutual funds, ETFs, stocks, and bonds.
Assets Under Management$290M
Clients471
Advisors7
Avg. per Client$620K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
HD Money uses sub-advisers to manage client investments. HD Money clients pay a maximum of 1% of their portfolio per quarter, billed in advance. The sub-adviser fees do not increase the client's advisory fee, as HD Money pays the sub-adviser from its fees.
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