Hivest Financial provides financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Hivest also directs clients to third-party investment advisors to manage client assets. Hivest reviews the ongoing performance of these third-party advisors.
Assets Under Management$7.6M
Clients8
Advisors1
Avg. per Client$950K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:None
Hivest Financial does not directly manage investments. Instead, they help you select other investment advisors to manage your money. If Hivest directs the investment, they charge 1%. Hivest may either debit the client accounts for the 1% and remit a portion to the third-party, OR the third-party may custody, charge a fee and remit a portion to Hivest.
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