Hanover Square Wealth Advisors (HSWA) offers investment management, financial planning, investment consulting, business consulting, and retirement plan services. HSWA manages client investment portfolios on a discretionary or non-discretionary basis, utilizing custom or model portfolios. They also provide access to third-party managers. Financial planning services include comprehensive and limited-scope planning. HSWA also offers wealth management services, investment consulting, business consulting, and retirement plan consulting.
Fee Structure
Hanover Square Wealth Advisors (HSWA) offers investment management and wealth management services for an annual fee based on the value of your portfolio.
The fee can be up to 1.25% per year for investment management services and up to 1.50% per year for wealth management services. The exact fee depends on the size and composition of your portfolio and the services you receive. HSWA may charge a lower rate for assets advised but held away at another custodian.
Fees are billed monthly based on the average daily balance of your portfolio during the month.
HSWA may agree to combine certain client accounts for fee billing, which could lower your fees. All fee arrangements are negotiable, and fees may differ among clients.