HP & Associates offers financial planning and investment advice on a fee-only basis. They create customized investment portfolios for each client, specializing in retirement planning. They primarily use no-load mutual funds but may also use other investments like CDs, bonds, stocks, and ETFs. Clients can restrict certain investments. HP & Associates does not manage accounts directly but provides non-discretionary advice.
Assets Under Management$42M
Clients55
Advisors2
Avg. per Client$760K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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