Hexagon Capital Partners offers wealth management services, including financial planning and discretionary investment portfolio management. They allocate client assets among mutual funds, exchange-traded funds (ETFs), and independent investment managers. They also provide advice on legacy positions and investments held in employer-sponsored retirement plans and qualified tuition plans. HCP tailors its services to individual client needs, assessing risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Hexagon Capital Partners' investment management fee is based on a percentage of the value of your portfolio each year, ranging from 0.15% to 1.25%. The specific percentage depends on the size and composition of your portfolio and the services provided. The fee is calculated based on the average daily balance of your account and is charged quarterly, after the quarter ends. If you end your advisory agreement, the fee for the final period will be adjusted, and any unearned portion will be refunded.