Hyde Park Wealth provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Policy Statement outlining the client's financial situation and risk tolerance. Hyde Park Wealth requires authority to make trades without asking first. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, ETFs, and other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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