Hsc Wealth Advisors Fees & Minimum

Overview

Headquarters: Forest, VA
Total Firm Assets: $449 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: FORM ADV PART 2A DISCLOSURE BROCHURE (2026-02-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$4,000,000	0.80%
$4,000,001	$6,000,000	0.70%
$6,000,001	$10,000,000	0.60%
$10,000,001	$25,000,000	0.50%
$25,000,001	and above	0.40%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$43,000	0.86%
$10 million	$74,000	0.74%
$50 million	$249,000	0.50%
$100 million	$449,000	0.45%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 71.70%
Number of High-Net-Worth Clients: 169
Total Client Accounts: 1,802
Discretionary Accounts: 1,802

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 105103

FORM ADV PART 2A DISCLOSURE BROCHURE (2026-02-06) (fee schedule source) · View brochure text

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

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