Hinds Financial Group INC

Assets Under Management

$496.1M

Number of Clients

299

Number of Advisors

6

Average Client AUM

$1.7M

AUM per Advisor

$82.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Hinds Financial Group offers discretionary asset management tailored to client needs, including portfolio monitoring and rebalancing. They also provide standalone financial planning services covering tax, retirement, estate, and business planning. Clients can impose reasonable restrictions on account management.

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.14%
$1.0M - $1.5M0.92%
$1.5M+0.76%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness OwnersInvestment ManagementFinancial Planning & Coaching
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Location

141 Union Blvd., Suite 350, Lakewood, CO, 80228

6 Advisors at this firm