HS Wealth Partners offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and retirement plans. As a fiduciary, HS Wealth Partners is legally required to act in your best interest. Services include investment management, retirement planning, and financial planning. HS Wealth Partners creates a portfolio strategy based on your goals, risk tolerance, and financial situation, using exchange-traded funds, individual stocks, and bonds.
Fee Structure
HS Wealth Partners charges a percentage of your portfolio annually for wealth management services. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with HS Wealth Partners, but it can be up to 1.75% per year. This fee includes custodial costs and transaction fees. Fees may be negotiable. The amount you pay will take into consideration the total amount you have invested with HS Wealth Partners.