Hozie Consulting, operated by Stephen Hozie, provides financial planning and investment management services. HC focuses on counseling clients during life transitions, such as marriage, retirement, or selling a business. HC builds globally diversified portfolios using low-cost mutual funds and exchange-traded funds, based on academic research and index-based investing.
Assets Under Management$17M
Clients14
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.33% |
| $5M+ | 0.25% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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