Hershey Financial Advisers (HFA) offers personalized investment advice, financial planning, and insurance solutions. HFA collaborates with clients to create financial plans tailored to their needs, goals, and risk tolerance, considering assets, income, liabilities, and future goals. HFA also provides investment management services, recommending strategies based on client objectives and risk tolerance, and may use tactical or strategic model portfolios.
Assets Under Management$140M
Clients598
Advisors4
Avg. per Client$230K
Avg. per Advisor$35M
Fee Structure
Hershey Financial Advisers' investment advisory fees are based on a percentage of the value of your portfolio. The annual fee ranges are:
- Up to $500,000: 0.50% - 2.00%
- $500,001 to $1,500,000: 0.5% - 1.75%
- $1,500,001 to $3,000,000: 0.5% - 1.50%
- Above $3,000,000: 0.5% - 1.25%
Fees are negotiable and may vary based on the scope, complexity, time, and expertise required.
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