HG Tailored Financial Services provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning to help you with retirement, taxes, and estate planning. HG Tailored Financial Services also provides services to retirement plans, acting as an advisor to the plan sponsor.
Assets Under Management$79M
Clients312
Advisors2
Avg. per Client$250K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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