Hms Investment Advisors Fees & Minimum

Overview

Headquarters: Nashville, TN
Total Firm Assets: $282 million
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A - HMS CAPITAL MANAGEMENT (2026-05-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	2.00%
$1,000,001	$10,000,000	1.50%
$10,000,001	$20,000,000	1.25%
$20,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$80,000	1.60%
$10 million	$155,000	1.55%
$50 million	$580,000	1.16%
$100 million	$1,080,000	1.08%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 66.10%
Number of High-Net-Worth Clients: 63
Total Client Accounts: 376
Discretionary Accounts: 375
Non-Discretionary Accounts: 1

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 149764

ADV PART 2A - HMS CAPITAL MANAGEMENT (2026-05-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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