HZ Investments Inc. offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. HZI creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. HZI generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities and ETFs, although HZI primarily recommends equities.
Assets Under Management$590M
Clients21
Advisors1
Avg. per Client$28M
Avg. per Advisor$590M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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