Hedonova Advisors LLC

Fee-Only (% of Portfolio)

Hedonova Advisors offers personalized analysis and written advice to help clients assess their financial situation and pursue their financial goals. Hedonova manages investments for individuals, private funds, trusts, estates, and other entities. The firm's services do not include comprehensive financial or tax planning or legal advice. Clients are advised to seek their own tax, financial, and legal advisors.

Assets Under Management$640M
Clients2,853
AdvisorsN/A
Avg. per Client$230K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)

Hedonova Advisors charges a management fee of 1% of your portfolio annually, assessed one year after your initial investment or at the time of withdrawal, whichever comes first. In addition, a performance fee of 10% of the gross profit from capital gains and dividends is charged one year after the initial investment or at the time of withdrawal, whichever occurs first. The performance fee is calculated on a high-watermark basis.

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Hedonova Advisors LLC | TrueAdvisor