Hinsdale Associates offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Hinsdale primarily uses exchange traded funds, mutual funds, individual stocks and bonds, closed end funds and real estate investment trusts.
Assets Under Management$120M
Clients155
AdvisorsN/A
Avg. per Client$770K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Fees are negotiable, but will not be below 0.35% regardless of account size. Debt portfolios are charged 0.75% and declining from there.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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