H. L. Ormond & Company (HLO) offers customized investment advice to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses. HLO works with clients to understand their goals, risk tolerance, and financial situation to develop a suitable investment strategy. HLO uses mutual funds, exchange-traded funds, individual stocks, and bonds to build portfolios. HLO offers three service models: HLO Direct Platform, AMS Managed Program, and Outside Manager Platform.
Assets Under Management$360M
Clients256
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
H. L. Ormond & Company offers investment management through three platforms:
- HLO Direct Platform: Fees range from 0.75% to 1.75% annually, based on the value of your investments.
- AMS Managed Program: Fees range from 0.75% to 2.25% annually, based on the value of your investments. This includes fees paid to HLO, the non-affiliated manager, and Raymond James.
- Outside Manager Program (OSM): Fees range from 0.75% to 1.75% annually, paid to HLO and Raymond James. You will also pay a separate fee to the outside manager, ranging from 0.30% to 0.50%.
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