Honeytree Investment Management manages investment accounts with a focus on responsible growth. They offer managed accounts and participate in separately managed account programs. Honeytree invests in equity securities, exchange traded funds, and bonds, generally following their models. They also utilize mutual funds. Honeytree's investment approach incorporates environmental, social, and governance (ESG) considerations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fee varies and generally begins at 0.9% and decreases depending upon the amount of assets under management, the client, and the type of investment management services to be rendered, negotiations between Honeytree and various other factors. If the client is subject to an annual minimum fee, the client could pay a higher percentage fee than referenced above.