Through Hancock Capital Management, Inc. (HCMI), our Registered Investment Advisory firm, we provide our clients with fee-based investment accounts and services.
HCMI Services
Client Focused: HCMI portfolios were developed to meet YOUR needs based on YOUR risk tolerance and investment objectives.
Annual Reviews: We require our clients to meet with our investment advisory representatives at least annually.
Rebalancing: Periodically, we will rebalance your portfolio to realign with your original objectives. Historically, this process has helped to optimize a given portfolio's return.
Education: We help you eliminate confusion about investing by discussing the investment process in an easy-to-understand format.
Simplicity: HCMI reviews, analyzes, and monitors each of our funds and portfolios to be certain they are meeting our criteria. We also provide our clients with easy-to-read portfolio statements.
HCMI Accounts
INDIVIDUAL ACCOUNTS
- Non-qualified accounts
- Traditional IRAs & Roth IRAs
- Trust Accounts
- Charitable/Foundation Accounts
RETIREMENT PLANS
- Simple IRA Plans
- Simplified Employee Pension (SEP) IRA Plans
- Corporate Accounts
Fee Schedule
|
|
Annualized Fee |
|
BLENDED FEE SCHEDULE: * |
|
|
First $250,000 |
1.50% |
|
Next $250,001 - $500,000 |
1.25% |
|
Next $500,001 - $1,000,000 |
1.00% |
|
FIXED FEE SCHEDULE: |
|
|
$1,000,001 - $2,000,000 |
1.00% |
|
$2,000,001 and Above |
0.75% |
*Minimum annual fee of $400, payable quarterly in advance, may apply. Certain pre-existing clients may be subject to a different fee rate. In all cases, please refer to your advisory agreement for specific details on your fee structure and payment terms.
Do you know if your IRA Beneficiaries are up to date?
Having incomplete or incorrect beneficiaries could prevent your heirs from receiving the money in the most tax-efficient manner. Contact us for more information.
Custodial Relationship
Schwab Alliance: www.schwaballiance.com
