Hivest Financial is an investment advisory firm based in Glenview, Illinois, led by Dianne Hively. The firm helps individuals with financial planning—covering retirement, taxes, insurance, college savings, and debt management—and can direct clients to third-party investment managers for portfolio management. Hivest Financial specializes in working with high-net-worth individuals and business entities. When directing clients to third-party investment managers, Hivest Financial charges a 1% fee. For financial planning, Hivest Financial charges hourly or fixed fees depending on the scope of the project.
Assets Under Management$7.7M
Clients9
Advisors1
Avg. per Client$860K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Charged when Hivest Financial directs client assets to a third-party investment adviser.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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