Hemsley Advisors provides ongoing investment management based on individual client needs, including developing a personal investment policy. Financial planning is included with investment management services. Hemsley also offers consulting services on specific financial topics. They manage accounts on both a discretionary and non-discretionary basis.
Assets Under Management$540M
Clients316
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K+ | 0.60% |
Minimum fee of $300 per year for accounts less than $50,000, but may be waived. Clients subject to an earlier fee schedule are grandfathered in at their existing rates. Fees may also be charged on a flat fee basis, negotiated on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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