H2OLS Wealth Management Solutions provides ongoing portfolio management and one-time financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. H2OLS Wealth Management Solutions builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, using a variety of securities including mutual funds, exchange-traded funds, equities, fixed income, options, and private placements. In addition to investment management, H2OLS Wealth Management Solutions offers financial planning covering retirement, tax concerns, insurance, and estate planning, as well as pension consulting services for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $3.0M | 1.40% |
| $3.0M - $4.0M | 1.20% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.70% |
| $7.0M - $8.0M | 0.65% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable, but under no circumstances will exceed 2.00% of assets under management. Firm also mentions a linear schedule of 1.00% up to $10M and 0.50% above $10M.