Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
HJ Harrell Investments is a sole proprietorship offering ongoing portfolio management services. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. HJHI requests discretionary authority to select securities and execute transactions. They use various methods of analysis including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.95% |
| $300K - $800K | 1.50% |
| $800K+ | 1.00% |
Fees are generally negotiable.
TX, United States