HDI Capital LLC manages investment portfolios based on each client's individual needs and goals. HDI develops a personal investment policy with an asset allocation target and manages a portfolio based on that policy. HDI also reviews a client’s prior investment history, family composition, and background. Account supervision is guided by the client's objectives and tax considerations. Clients may impose reasonable restrictions on investments.
Assets Under Management$7M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
HDI Capital's standard advisory fee is based on the market value of the assets they manage. The annual fees are negotiable, pro-rated, and paid quarterly. The fee is calculated by assessing percentage rates using predefined asset levels as of the last day of the previous quarter.
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