Hood Financial provides investment management services using a sub-advisor, TownSquare Capital, LLC. They also offer financial planning services covering a range of topics, including retirement income planning, insurance reviews, and estate planning. Clients can choose from different financial planning levels. Hood Financial is also a licensed insurance agency.
Assets Under Management$13M
Clients45
Advisors1
Avg. per Client$300K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Client’s total management fee will not exceed 3%. Fees are negotiable. Fees for #2 of the Complete Sherpa Experience are included in your AUM fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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