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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.65% |
Fees at higher levels of the amount you invest are negotiable.