Hyland Wealth Management manages customized investment portfolios and offers comprehensive financial planning services for individuals. Hyland Wealth Management focuses on passive investment strategies utilizing index mutual funds and exchange-traded funds, while tailoring portfolios to each client's specific goals, risk tolerance, and tax considerations. In addition to investment management, Hyland Wealth Management provides holistic financial planning covering cash flow, retirement, tax strategies, estate planning, employee benefits, and insurance. Hyland Wealth Management operates as a registered investment advisor based in Green, Ohio, and charges fees based on a percentage of the value of your portfolio or through fixed project fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
There is a minimum annual fee of $4,000 for accounts under $400,000. Fees are negotiable and paid quarterly in arrears.
