Overview
- Headquarters
- Southfield, MI
- Total Firm Assets
- $10.0 billion
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
Fee Disclosure
Source: HFSI FORM ADV PART 2A DATED AUGUST 29, 2025 (2025-08-29)
· View brochure text
Latest filing: HFSI FORM ADV PART 2A DATED MARCH 13, 2026 (2026-03-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 44.99%
- Number of High-Net-Worth Clients
- 2,423
- Total Client Accounts
- 121,451
- Discretionary Accounts
- 117,262
- Non-Discretionary Accounts
- 4,189
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 46047
- HFSI FORM ADV PART 2A DATED MARCH 13, 2026 (2026-03-13) · View brochure text
- HFSI FORM ADV PART 2A DATED AUGUST 29, 2025 (2025-08-29) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗