We believe great relationships start with transparency, so to see exactly how much you’ll pay for HFM180° use our calculator below.
HFM180° requires a minimum balance of $100,000 to be managed by HFM. If you’re not quite there yet, but would still like to work with HFM, check out our HFM90° automated investment accounts that provide the same investment philosophy we employ across our portfolios, but with no minimum balance.
As your needs evolve and your financial picture becomes more complex, you may find that you could benefit from holistic guidance that extends beyond your investment accounts. When you reach that point, an upgrade to HFM360° is always available. HFM360° builds on the investment management relationship you have with HFM by adding comprehensive financial planning. Depending on your balance in your HFM180° investment accounts, the upgrade to HFM360° may be available at little or no additional fee. To learn more, visit the HFM360° page here or schedule a call with an HFM Advisor here or email [email protected].
Your dedicated HFM Advisor is always just an email or phone call away. We all have online scheduling links that allow clients to easily grab an available time on our calendar at their convenience. You may also schedule check-in meetings as needed to review your accounts and discuss questions you have or decisions you’re considering. We typically like to have at least an Annual Review to make sure we’re aware of any changes to your financial picture and discuss any strategy changes to consider.
HFM90° is a great fit for investors looking to have experts handle the allocation of their investment accounts and are ok with handling administrative actions through a self-service app and don’t desire a dedicated advisor relationship. HFM180° is for the investor that wants a more concierge level service with a dedicated HFM Advisor and Client Service Team available to them. HFM180° includes as-needed check-in meetings and an Annual Review with your advisor to build that long-term personal relationship and help you stay disciplined and avoid costly mistakes.
In the financial industry, fees and commissions are often buried deep in thick prospectuses. We think that’s wrong and are pleased to give our clients an honest and transparent alternative. At the beginning of each quarter, we calculate the quarterly portion of your annual fee based on the total value of your investments at HFM at the end of the previous quarter. We then directly deduct that fee from your account(s) and this amount is clearly shown as a transaction on your account statements. Any fund held in your portfolio at HFM will assess fund-level fees, called expense ratios, but we aim to keep these costs low, and we receive no part of these fees.
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