HYA Financial Corporation is a registered investment advisor that offers investment advisory services and financial planning. HYA creates client profiles and financial plans to understand clients' goals, risk tolerance, and financial conditions. HYA manages portfolios using a top-down strategy, focusing on value and low-cost assets. HYA offers both discretionary and non-discretionary accounts, preferring discretionary accounts for better execution and trade management. HYA also conducts non-compensated financial workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
HYA also offers a Senior Initiative with reduced fees for clients over 59.5 years old: Ages 59.5-65: 0.85% per year, Ages 66-69: 0.75% per year, Ages 70+: 0.50% per year. For non-discretionary accounts, fees range from 0.25% to 1%.