Hps Solutions LLC

Fee-Only (% of Portfolio)

HPS Solutions provides ongoing investment advice and manages investments for clients based on their individual needs. HPS works with a money manager, CPS Investment Advisors, to determine client goals, develop investment policies, and manage portfolios. HPS offers these services to individuals, trusts, estates, and other organizations. HPS also provides financial planning advice on topics like income tax, cash flow, estate planning, and education planning, generally in connection with investment supervisory services at no additional charge. HPS may also hold seminars and workshops.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.00%
$5M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Hps Solutions LLC | TrueAdvisor