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Hussmen Financial

Updated today

Total assets under management

$43,712,006

Total clients

7

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

7

Average account size

$6,244,572

Client services

Financial planning

Fee options

Fixed

Initial fixed fee for Ongoing Comprehensive Financial Planning ranging from $2,000 to $5,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,000,000: 1.05% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.85% $4,000,001+: 0.60%

Project-based

$300 per hour for Limited Scope Projects with 2 hour minimum

Subscriptions

Ongoing Comprehensive Financial Planning annual fees range $3,600 to $7,200 paid monthly or quarterly in arrears

Other

Fee-only: Ongoing Comprehensive Financial Planning initial fixed fee $2,000 to $5,000; annual fees $3,600 to $7,200; Limited Scope Projects billed at $300 per hour with 2 hour minimum

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Hussmen Financial

14321 Winter Breeze Dr, Suite 184

Midlothian VA 23113, United States

Number of offices

1

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