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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |