Hyperion Financial, LLC manages investment portfolios and provides financial planning services to individuals, high net-worth individuals, and businesses. Financial planning services are offered on a project, ongoing comprehensive, or foundational basis, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. For investment management, Hyperion Financial typically employs long-term buy-and-hold passive investment strategies using mutual funds, exchange-traded funds (ETFs), stocks and bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
These fees are for Investment Management Services only. For Ongoing Comprehensive Financial Planning + Investment Management Services, see the im_summary. Fees are negotiable.
