SRH Advisors offers investment management services tailored to individual client needs, including creating and managing portfolios based on client goals, risk tolerance, and time horizons. They also provide financial planning services, such as retirement projections, asset allocation advice, and estate tax projections. SRH Advisors manages mutual fund portfolios through sub-advisory agreements. The firm also maintains the SRH US Quality GARP Index.
Fee Structure
SRH Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.00% to 2.00%. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are billed quarterly, based on the average daily balance of your account. The firm may negotiate fees or waive them entirely.