H&H International Investment offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. H&H creates an investment policy statement for each client. H&H generally limits its investment advice to equities, options, and non-U.S. securities, primarily recommending equities and options. Clients cannot impose restrictions on investing in certain securities or types of securities.
Assets Under Management$25B
Clients2
Advisors1
Avg. per Client$13B
Avg. per Advisor$25B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
H&H International Investment offers three fee options for managing your investments:
- Up to 2.1% of the value of your portfolio per year.
- 25% of the increase in your portfolio's value above 3% annually, for qualified clients only (those with at least $1.1 million managed by H&H or a net worth of at least $2.2 million).
- 2.1% of the value of your portfolio per year, PLUS 25% of the increase in your portfolio's value.
These fees are negotiable. You can cancel the service with 30 days' notice. H&H requests clients provide 30 days advanced notice to withdraw or liquidate funds.
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