Hughes Capital Management provides investment management services for individuals. The firm tailors its advice to each client's specific needs and may accommodate restrictions on certain investments. As of March 11, 2024, Hughes Capital Management manages $4.1 million for 9 clients on a discretionary basis.
Assets Under Management$4.1M
Clients9
Advisors1
Avg. per Client$460K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for accounts over $1,000,000 are negotiable. The investment advisory fee drops to .5% annually (still pro-rated and paid quarterly in arrears), and is not deferred, after the first year for accounts not investing in individual stocks.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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