Beyond Your Hammock (BYH) provides financial planning and investment management services. Financial planning includes goal setting, retirement planning, insurance review, college savings, cash flow and debt management, employee benefits optimization, credit score maximization, and estate planning. Investment management involves creating tailored portfolios based on client goals, risk tolerance, and time horizon. BYH also recommends third-party money managers. BYH offers both comprehensive and limited-scope financial planning.
Assets Under Management$84M
Clients88
Advisors1
Avg. per Client$960K
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Annual fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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