Hyperion Financial offers personalized investment management and financial planning services. The firm builds passive, long-term portfolios using index funds, exchange-traded funds, stocks, and bonds, tailored to each client's specific goals and risk tolerance. In addition to portfolio management, Hyperion Financial provides comprehensive financial planning that covers retirement, cash flow, debt management, college savings, employee benefits, estate planning, risk management, and tax strategies. Clients can choose from project-based planning, foundational planning for younger professionals, or ongoing comprehensive planning bundled with investment management. Hyperion Financial operates virtually and acts as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and paid quarterly in advance. Total advisory fees combined with any outside managers will not exceed 3% per year.
