H Financial Management's Form ADV discloses 1.25% on the first $100,000, 1.10% on the next $150,000, 0.90% on the next $250,000, 0.70% on the next $500,000, and 0.50% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #148209), H Financial Management is subject to fiduciary duty under federal law.
H Financial Management is headquartered in CANONSBURG, PA.
H Financial Management serves 166 high-net-worth clients according to their SEC filing dated September 11, 2026. View client details ↓
According to their SEC Form ADV, H Financial Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
H Financial Management manages $622 million in client assets according to their SEC filing dated September 11, 2026.
According to their SEC Form ADV, H Financial Management serves high-net-worth individuals and institutional clients. View client details ↓