Hermosa Wealth Management provides investment management services where they manage your investments based on your goals and risk tolerance. They may use sub-advisors to manage portions of your account. They also offer financial planning services, which include a review of your financial goals, net worth, cash flow, retirement strategy, risk management, investments, taxes, and estate planning. Hermosa also holds seminars and workshops to educate the public.
Assets Under Management$24M
Clients54
Advisors3
Avg. per Client$450K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...