HRC Financial offers investment advisory and comprehensive financial planning services. HRC Financial refers clients to unaffiliated money managers, assisting with investment objectives and monitoring the sub-advisors. HRC Financial manages the client/third-party advisor relationship, recommending a strategic allocation strategy. Financial planning includes retirement strategies, tax optimization, and estate planning. HRC Financial also offers consulting and business advisory services.
Assets Under Management$5.9M
Clients21
Advisors1
Avg. per Client$280K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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