High Speed Alliance (HSA) provides wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. HSA creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. HSA may recommend independent managers for a portion of a client's portfolio. HSA also offers retirement plan advisory services to plan sponsors.
Fee Structure
HSA's wealth management fee covers both investment management and financial planning. The fee has two components: a fixed planning fee and an annual fee based on the value of your portfolio. For clients with less than $1,000,000, only the fixed planning fee is charged. The annual portfolio fee is 1% for all asset levels. The fixed planning fee varies depending on the client type (Freedom or Legacy) and the amount of assets under management. Fees are paid quarterly. HSA may recommend independent managers, which will result in additional fees, but the total blended fee will typically not exceed 2.00% annually.