Hyland Wealth Management manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. For a quarterly retainer, clients can get a comprehensive financial plan with ongoing monitoring and updates.
Assets Under Management$63M
Clients102
Advisors1
Avg. per Client$620K
Avg. per Advisor$63M
www.linkedin.com/company/hyland-financial-planning ·www.facebook.com/hylandfinancialplanning ·hylandfinancialplanning.com
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Minimum fee of $4,000 for clients with assets managed under $400,000. Fees may vary due to complexity. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
