Homestead Financial Partners offers ongoing investment management based on your financial situation and goals. They use model portfolios and rebalance regularly. Financial planning services, covering areas like tax, retirement, and education planning, are offered in conjunction with asset management. Homestead Financial Partners primarily recommends equities, corporate bonds, and exchange traded funds.
Assets Under Management$17M
Clients23
Advisors1
Avg. per Client$740K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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