Fhl Investment Management Company, LLC

Fee-Only (% of Portfolio)

FHL Investment Management Company, LLC is a registered investment advisor managing investments for individual clients and the FHL Healthcare Fund. For individuals, FHL manages accounts based on their goals, with the ability to buy and sell securities without prior approval. FHL also manages the FHL Healthcare Fund, a private fund offered to eligible investors. FHL tailors its advisory services to the specific needs of its clients.

Assets Under Management$38M
Clients21
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$38M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

FHL Investment Management Company charges a fee based on a percentage of the assets managed for individual accounts, up to 1.25% annually, billed quarterly. The specific fee is negotiated with each client based on factors like the amount of assets, future deposits, and the services provided. For the FHL Healthcare Fund, FHL receives a management fee of up to 1.25% annually, collected quarterly, and a performance allocation of 20% of net capital appreciation above a benchmark or 2.00%. Clients can opt out of the performance allocation and pay a flat fee of 1.50%.

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Location

1 Advisors at this firm