Hexeum Capital provides investment advisory services, including financial planning and investment consultation. Financial planning covers cash flow, debt management, risk management, employee benefits, retirement planning, education planning, estate planning, charitable giving, and tax strategies. For investment management, Hexeum Capital recommends third-party investment managers to manage client portfolios. Hexeum Capital also offers educational workshops on personal finance topics.
Assets Under Management$4.5M
Clients29
Advisors1
Avg. per Client$160K
Avg. per Advisor$4.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
The sub-advisor's fee is not included in the above table. The sub-advisor's annualized asset-based fee ranges from 0.75% to 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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