Homewood Capital Management East LLC (HCMEL) provides ongoing portfolio management based on individual client goals and risk tolerance. HCMEL creates an Investment Policy Statement for each client. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. HCMEL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$3.1M
Clients20
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...