Hevel Capital offers investment management services where they manage your investments for you. They also offer financial planning services, including full financial plans covering various aspects of your financial life. Hevel Capital may use sub-advisors to manage portions of your account. They work with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities.
Assets Under Management$1.7M
Clients3
Advisors1
Avg. per Client$580K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria. When using sub-advisors, the client will pay additional fees that range between 0% - 1.0% depending on the account value, investment style and types of securities used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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