HV Capital Management offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Investment advice is tailored to each client's objectives and financial needs. Financial planning services are available to investment management clients at no additional fee. HVCM also offers subscription-based research services.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The fee rate applies to the market value of assets within that range. HVCM and the client may choose to negotiate an annual advisory fee that varies from the range set forth above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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