EverythingHR Financial Services provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. They offer advice on mutual funds, fixed income, real estate funds, insurance products including annuities, equities, ETFs, and non-U.S. securities. Clients can impose restrictions on investments, but EverythingHR may end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$23M
Clients90
Advisors2
Avg. per Client$260K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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