HJ Harrell Investments is a sole proprietorship based in Lubbock, Texas, led by Hatley Joe Harrell Jr. The firm offers ongoing portfolio management services tailored to each client's specific goals, objectives, time horizon, and risk tolerance. HJ Harrell Investments creates a personalized investment policy statement for every client and manages portfolios with the authority to make trades without asking first. Services encompass investment strategy, asset allocation, asset selection, risk management, and regular portfolio monitoring. The firm serves individuals and high-net-worth individuals, with no minimum account size required. HJ Harrell Investments charges fees based on a percentage of the assets they manage for you.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.95% |
| $300K - $800K | 1.50% |
| $800K+ | 1.00% |
Fees are generally negotiable.