Hutchinson & Ziegler Financial Advisors (HZFA) offers investment management services, including creating investment policies, implementing recommendations, and managing client assets. They also provide financial planning services, such as goal-based planning, cash flow management, and advice on mortgages, insurance, estate planning, and tax planning. Financial planning is typically included for investment management clients at no extra charge. HZFA manages client accounts on a discretionary basis.
Assets Under Management$200M
Clients57
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$35,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
The minimum fee for new clients is $35,000 per year. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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