H&S Tax and Wealth Advisors provides discretionary portfolio management services tailored to each client's individual needs and risk tolerance. The firm builds customized investment portfolios or uses model portfolios, monitoring performance and rebalancing as needed. H&S Tax and Wealth Advisors also offers complimentary financial planning services to clients who use their portfolio management, covering areas such as retirement, education, insurance, debt, tax, and estate planning. Additionally, the firm offers standalone financial consulting services for a fixed fee ranging between $4,000 and $10,000. H&S Tax and Wealth Advisors is affiliated with an accounting firm, H&S Tax Associates, allowing for coordinated tax and wealth management strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. Legacy clients may be billed under an alternate fee schedule.