Trueplan Benefit and Retirement Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Healthcare Community Securities Corp (HCSC), also known as TruePlan Benefit and Retirement Advisors, is a registered investment advisor that provides investment advice and consulting to retirement plans and corporate entities. HCSC assists clients in developing investment policy statements, recommends mutual funds and other investment products, provides investment performance evaluations, and assists in the evaluation and selection of trustees and custodians. HCSC offers both non-discretionary and discretionary advisory services.

Assets Under Management$4.6B
Clients48
Advisors7
Avg. per Client$95M
Avg. per Advisor$650M

Fee Structure

Investment management only (planning not offered)

HCSC offers investment advisory services to retirement plans and corporate entities, charging either a flat-rate fee, an asset-based fee, or tiered-rate fees. The specific fee structure is agreed upon in the client's Retirement Plan Services and Investment Advisory Agreement. Fees are negotiable and may vary based on the client's circumstances. HCSC does not provide investment advisory services directly to individual retirement plan participants.

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Location

7 Advisors at this firm

Trueplan Benefit and Retirement Advisors | TrueAdvisor