Herndon Plant Oakley Ltd. (HPO) offers investment management and financial consulting services to individuals, small businesses, and institutional clients. HPO allocates assets among cash, stocks, and bonds, and may use other investment advisors or third-party money managers. HPO also provides general consulting and estate planning services, including monitoring of recordkeeping, portfolio valuation, and performance review.
Assets Under Management$110M
Clients95
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
HPO charges a percentage of your portfolio's value each quarter. The annual rate depends on the type of account and the amount you invest. These fees are negotiable.
Equity and Balanced Accounts:
- $500,000 - $1,000,000: 1.50%
- $1,000,001 - $5,000,000: 1.00%
- $5,000,001 - $15,000,000: 0.75%
- $15,000,001 - $50,000,000: 0.50%
Fixed Income - Conservative Strategy:
- $100,000 - $250,000: 0.50%
- $250,001 - $1,000,000: 0.40%
- $1,000,001 - $15,000,000: 0.25%
- $15,000,001 - $50,000,000: 0.10%
Mutual Fund Advisory Accounts:
Income Portfolios
- First $500,000: 0.50%
- $500,001 - $1,000,000: 0.40%
- $1,000,001 +: 0.25%
Growth & Income Portfolios
- First $500,000: 1.00%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 +: 0.50%
Growth Portfolios
- First $500,000: 1.00%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 +: 0.50%
Loading...