Human Interest Advisors provides investment advice to employer-sponsored retirement plans and their participants. They offer discretionary investment management over investment lineups and model portfolios. Participants can invest in a model portfolio recommended by Human Interest Advisors or select their own investments. Human Interest Advisors uses a buy-and-hold strategy and selects investments using both active and passive management strategies.
Assets Under Management$8.1B
Clients831,446
Advisors2
Avg. per Client$9.7K
Avg. per Advisor$4.1B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.12% |
Fee is typically 0.12% annually (or 0.01% monthly) when acting in a 3(38) capacity and 0.22% (or 0.018% monthly) when acting in a 3(21) capacity. The Adviser has negotiated different rates with certain Plans, which could result in lower or higher fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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