Hynes Advisory Group helps clients plan for income, asset accumulation, and asset preservation. The firm considers itself defensive advisors, focusing on protecting client's principal. They work with moderate to conservative investors and take into account their changing income needs, health, goals, taxes, assets, liquidity needs, family situation, and investment philosophy. Hynes Advisory Group offers financial planning, portfolio management, selection of other advisors, and educational seminars/workshops.
Fee Structure
As an investment advisor, Hynes Advisory Group manages client accounts for a percentage of the value of your portfolio. The annual fee ranges from 0.5% to 2.0%, depending on the size and complexity of the account. This fee is based on the value of your account on the first day of each quarter and is paid quarterly in advance. If you end the relationship, any prepaid fees will be refunded on a pro-rated basis.