HSBC Securities provides investment advice through its Spectrum, Spectrum II, and Offshore Spectrum programs. These programs offer different investment strategies, including actively managed mutual funds, exchange-traded funds (ETFs), and passively managed index funds. The Spectrum program allows clients to select their funds, while HSBC Securities selects the funds in the Spectrum II and Offshore Spectrum programs. HSBC Securities also offers a wrap fee account program referred to as the Managed Portfolio Account Program (MPA).
Assets Under Management$3.2B
Clients12,180
Advisors372
Avg. per Client$270K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and discounts may be applied.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
372 Advisors at this firm
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