Hentch, Inc., operating as Hentch Solutions, offers investment advice by working with other investment managers. Hentch Solutions acts as a co-advisor with Matson Money, helping clients with paperwork, updating client information, and reviewing statements. Hentch Solutions also recommends third-party managers to clients and monitors their performance. Hentch Solutions also provides financial planning services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Hentch Solutions uses other investment managers to manage client accounts. Here's how the fees work:
- Matson Money: Hentch Solutions receives a portion of the fees that Matson Money charges, ranging from 0.25% to 1.4% of your portfolio annually. This fee is negotiable.
- The Pacific Financial Group (TPFG): For accounts managed by TPFG, Hentch Solutions receives 0.75% annually. For Separately Managed Accounts, Variable Annuity Accounts, Variable Universal Life Accounts, and Core Retirement Accounts, fees are split between Hentch Solutions and TPFG, totaling 1.00% on the first $500,000, decreasing to 0.75%, 0.50%, and 0.40% for higher amounts. Fees are negotiable for amounts over $10,000,001. For Unified Managed Accounts, Hentch Solutions receives up to 1.50% annually.
- American Funds Service Company (AFS): Hentch Solutions charges 1.00% on the first $499,999.99, decreasing to 0.75% and 0.50% for higher amounts.
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