HPA Financial Group offers investment advisory services, focusing on passively managed mutual funds and ETFs to minimize client costs. HPA works with clients to determine their investment objectives and risk profile, creating a written investment policy statement. The firm monitors investment performance and provides quarterly reports. Olivia Papa is the owner and only employee of HPA.
Assets Under Management$18M
Clients20
Advisors1
Avg. per Client$890K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1M+ | 1.25% |
Fees may be negotiated based on client type, complexity, account composition, potential for additional deposits, relationship with advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...