Advisor at HSC Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HSC Wealth Advisors
Location
Forest, VA 24551-4744
Credentials
CFP®
Industry experience
8 years
Emily Eshleman is a CFP® professional at HSC Wealth Advisors with eight years of industry experience. She has been with HSC Wealth Advisors since 2015. HSC Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm operates as a fee-only adviser and emphasizes diversified portfolios, periodic rebalancing, and client education through regular communications and planning support.
Based on HSC Wealth Advisors
Based on HSC Wealth Advisors
Some annual fixed fee agreements based on complexity of work, especially when asset management is not the primary service
$0 - $2,000,000: 1.00% annually $2,000,000 - $4,000,000: 0.8% annually $4,000,000 - $6,000,000: 0.7% annually $6,000,000 - $10,000,000: 0.6% annually $10,000,000 - $25,000,000: 0.5% annually $25,000,000+: 0.4% annually
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000, exceptions may apply Fee-only: Fee-only financial planning and investment management; no commissions or sales of financial products
1563 Crossings Centre Drive, Suite 100
Forest, VA 24551-4744
Virginia
HSC Wealth Advisors
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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