Humankind Investments

Fee-Only (% of Portfolio)

Humankind Investments offers portfolio management services to individuals, high net worth individuals, and institutional clients. Humankind uses a data-driven, socially responsible investment approach. The firm assesses a client’s risk tolerance and return objectives to determine an appropriate asset allocation strategy. Humankind also offers a software-based investment advisory and portfolio management service through the Humankind Portfolios Wrap Fee Program.

Assets Under Management$440M
Clients23
Advisors1
Avg. per Client$19M
Avg. per Advisor$440M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This fee applies to Separately Managed Accounts. Humankind also offers the Humankind Portfolios Wrap Fee Program with a 0.25% annual fee.

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

1 Advisors at this firm