Hemispheres Investment Management provides investment advice, managing portfolios of stocks and bonds for clients. They tailor their services to each client's financial goals and risk tolerance. Hemispheres invests in global fixed income and equity securities. They do not offer financial analysis, estate, or tax planning, but can refer clients to other professionals.
Assets Under Management$15M
Clients50
Advisors2
Avg. per Client$300K
Avg. per Advisor$7.4M
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% |
| $1.0M - $6.0M | 0.85% |
| $6M+ | 0.70% |
0.55% on assets under management for investment grade fixed income assets; 0.85% of assets under management for below investment grade fixed income assets. Fees are negotiable for institutional investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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