H. L. Ormond & Company, LLC offers customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. Operating through its primary platform and Hoyt Family Wealth Management, the firm constructs long-term, diversified portfolios utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. Clients can choose from several platforms, including direct management by the firm, wrap fee programs through Raymond James & Associates, or outside managers. H. L. Ormond & Company focuses on fundamental and technical analysis, tailoring strategies to each client's risk tolerance and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual investment management fees range from 0.75% to 1.75% for the Advisor Direct Platform, 0.75% to 2.25% for AMS Managed Programs, and 0.75% to 1.75% for the Outside Manager Program (excluding separate manager fees). Fees are negotiable.