Hemista INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Hemista Inc. offers automated investment management using a proprietary algorithm. The algorithm generates recommended portfolios based on a client questionnaire, investment objectives, and risk tolerance. Hemista seeks to provide investment options in both the United States and the client's home country. Financial planning is included with portfolio management services. Clients may or may not have access to advisory personnel to explain or highlight important concepts related to the management of their portfolios.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K0.50%
$50K - $100K0.40%
$100K+0.30%

Monthly minimum fee of $1 for accounts whose quarterly fee calculation falls below $3.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Hemista INC. | TrueAdvisor