H&S Tax and Wealth Advisors provides investment advice and financial planning to individuals. They offer discretionary portfolio management tailored to client needs, and may use sub-advisers. Financial planning services cover a range of topics, from retirement and education to tax and estate planning. Clients are not obligated to act on their recommendations or implement plans through H&S Tax and Wealth Advisors.
Assets Under Management$68M
Clients83
Advisors3
Avg. per Client$820K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Legacy clients may be billed under an alternate fee schedule. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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