Harrell Investment Partners (HIP) offers investment advisory services to individuals, high net worth individuals, and charitable organizations. HIP provides customized investment advisory solutions through personal client contact and interaction, offering both discretionary and non-discretionary investment management and continuous financial planning services. HIP uses a four-step approach: Discover, Design, Implement, and Manage. HIP may also refer clients to other specialists, such as accountants and attorneys.
Fee Structure
HIP's investment advisory fees are based on the value of your portfolio and are paid in advance each quarter. The fees can be up to 1.25% annually, depending on the complexity of services, the amount of assets managed, and the overall relationship. The minimum annual fee for any account is $10,000. Fees may be negotiable.