EverythingHR Financial Services manages investment portfolios and provides personalized investment strategies for individuals, high-net-worth clients, and businesses. EverythingHR Financial Services creates an investment policy statement for each client, tailoring portfolio management to individual goals, risk tolerance, and time horizons. The firm uses modern portfolio theory, quantitative analysis, and technical analysis, focusing on long-term investing across mutual funds, exchange-traded funds, fixed income securities, real estate funds, and equities. EverythingHR Financial Services requires clients to use Charles Schwab & Co. as their custodian and broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are calculated quarterly using the account value as of the last business day of the billing period.