HJ Harrell Investments provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. HJHI creates an Investment Policy Statement for each client, outlining their current situation, income, tax levels, and risk tolerance. HJHI requests authority to make trades without asking first. HJHI does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.95% |
| $300K - $800K | 1.50% |
| $800K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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