Hinton Financial refers clients to third-party investment managers (TPMs) who provide investment portfolio advice and supervisory services. Hinton Financial gathers information about your financial situation and objectives and then recommends a TPM. Hinton Financial monitors the TPM's performance and acts as a liaison between you and the TPM. Hinton Financial also operates as an insurance agency, which may create a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Hinton Financial does not directly manage client investments. Instead, they refer clients to third-party investment managers (TPMs). The fees for these managers vary depending on the portfolio type:
- Strategic, Tactical, Allocation, and Defined Outcome Portfolios: 1.70% annually (1.00% to the TPM, 0.70% to Hinton Financial)
- Preservation Portfolios: 1.00% annually (0.60% to the TPM, 0.40% to Hinton Financial)
- Private Wealth Portfolios: 1.50% annually (1.00% to the TPM, 0.50% to Hinton Financial)
There is also a $15 quarterly technology fee. These fees are negotiable.
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