HSC Financial Services provides financial planning and portfolio management services to individuals, high net worth individuals, and businesses. Financial planning covers areas like cash flow, risk management, retirement, education, tax, and estate planning. Portfolio management is offered on a non-discretionary basis, meaning HSC Financial Services needs your approval before making any trades.
Assets Under Management$36K
Clients21
Advisors1
Avg. per Client$1.7K
Avg. per Advisor$36K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For accounts under $10,000, there is a $75 annual fee, not to exceed 3% of the portfolio value. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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