HFM Advisors offers financial planning and investment management services. Financial planning covers areas like business, investment, retirement, tax, estate, insurance, and college planning. Investment management involves ongoing planning and portfolio supervision, primarily using mutual funds. HFM makes investment decisions and rebalances portfolios based on market conditions and client circumstances. HFM primarily uses mutual funds and, to a lesser extent, individual debt and equity securities.
Assets Under Management$70M
Clients63
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.55% |
Client accounts may be aggregated for fee calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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