Herbert J. Sims Capital Management (HJSCM) provides customized investment management services to individuals, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. HJSCM offers discretionary and limited-discretionary investment management programs. Upon request, HJSCM will provide clients with reports and/or analyses on one or more financial planning topics.
Assets Under Management$190M
Clients221
Advisors38
Avg. per Client$850K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Advisory fees are subject to negotiation and typically range from 1.25% to 2.50% of the initial value of the assets in the account per year, depending on the size of the account or household and services covered. Envestnet charges a flat annual operational fee of $25 based on services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
38 Advisors at this firm
Page 1 of 2