Hscore Advisors LLC

Fee-Only (% of Portfolio)

hScore Advisors provides ongoing investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client and use a proprietary methodology called RMAP to assign risk scores and construct portfolios. hScore also offers a subscription service providing clients with custom risk scores and portfolio recommendations, allowing them to manage their own investments. hScore generally limits its investment advice to equities, ETFs, and other mutual funds.

Assets Under Management$6.9M
Clients20
Advisors1
Avg. per Client$350K
Avg. per Advisor$6.9M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $2.5M0.65%
$2.5M+0.65%

Fees at higher levels of the amount you invest are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm