HHH Financial Solutions, operating as H Cubed Financial Solutions, offers investment management and financial planning services. Investment management involves ongoing supervision of your accounts, with investment decisions based on your financial situation and goals. Financial planning includes creating written plans or consultations covering various topics like retirement, education, and estate planning. H Cubed Financial Solutions provides advice on mutual funds, stocks, ETFs, and other securities.
Assets Under Management$29M
Clients44
Advisors1
Avg. per Client$670K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Institutional accounts have a different fee schedule: First $5M: 0.75%, $5M-$10M: 0.50%, Over $10M: 0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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