Hippocratic Financial Advisors provides investment management and financial planning services tailored to each client's needs. They customize portfolios based on risk tolerance, time horizon, and financial goals. They may recommend mutual funds, exchange-traded funds, individual stocks, bonds, and alternative investments. They also offer financial planning services covering risk management, estate planning, insurance, cash flow, college planning, and retirement. They provide free educational seminars and workshops.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee for portfolio management services is generally up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. There is no minimum annual fee, and our advisory fee is negotiable, depending on individual client circumstances.