Hyperion Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Hyperion Wealth Management provides investment management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios, typically with discretionary authority. They also offer financial planning services covering areas like retirement, college, and tax planning. Hyperion Wealth Management may direct clients to third-party investment advisors.
Assets Under Management$38M
Clients43
Advisors2
Avg. per Client$890K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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