HK Funds, LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. This includes creating an investment policy statement, asset allocation, and regular portfolio monitoring. HK Funds generally limits its investment advice to equities but may use other securities to diversify portfolios. HK Funds may also act as a subadvisor to other investment advisors.
Assets Under Management$1.7M
Clients8
Advisors2
Avg. per Client$210K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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