Hyphen Wealth Management offers personalized portfolio management and financial planning services for individuals, high-net-worth clients, and retirement plans. The firm builds customized investment portfolios using fundamental analysis, modern portfolio theory, and quantitative strategies, taking into account each client's specific goals, time horizon, and risk tolerance. Portfolio management services include asset allocation, security selection, and regular monitoring. In addition to managing investments directly, Hyphen Wealth Management can direct clients to third-party investment managers and provide consulting services for employee benefit plans such as 401(k) plans. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college savings, and debt management. The firm also offers one-time financial planning projects for a fixed fee. Hyphen Wealth Management operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
Fees are generally negotiable.