Healthy Love and Money LLC (HLM) provides financial planning and investment management services. HLM integrates financial therapy and couples therapy to explore how mental and relational health impacts financial life. HLM offers ongoing and project-based financial planning, investment management, and hourly consulting services. HLM may recommend third-party professionals but is not affiliated with them.
Assets Under Management$300K
Clients14
Advisors1
Avg. per Client$21K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Outside manager fees are an additional 0.15% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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