Through Hancock Capital Management, Inc. (HCMI), our Registered Investment Advisory firm, we provide our clients with fee-based investment accounts and services.


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HCMI Services

 

Client Focused: HCMI portfolios were developed to meet YOUR needs based on YOUR risk tolerance and investment objectives.

Annual Reviews: We require our clients to meet with our investment advisory representatives at least annually.

Rebalancing: Periodically, we will rebalance your portfolio to realign with your original objectives. Historically, this process has helped to optimize a given portfolio's return.

Education: We help you eliminate confusion about investing by discussing the investment process in an easy-to-understand format.

Simplicity: HCMI reviews, analyzes, and monitors each of our funds and portfolios to be certain they are meeting our criteria. We also provide our clients with easy-to-read portfolio statements.

 


 

HCMI Accounts

 

Financial planning

INDIVIDUAL ACCOUNTS

  • Non-qualified accounts
  • Traditional IRAs & Roth IRAs
  • Trust Accounts
  • Charitable/Foundation Accounts

RETIREMENT PLANS

  • Simple IRA Plans
  • Simplified Employee Pension (SEP) IRA Plans
  • Corporate Accounts

 


 

Fee Schedule

  

Annualized Fee

BLENDED FEE SCHEDULE: *

First $250,000

1.50%

Next $250,001 - $500,000

1.25%

Next $500,001 - $1,000,000

1.00%

FIXED FEE SCHEDULE:

$1,000,001 - $2,000,000

1.00%

$2,000,001 and Above

0.75%

*Minimum annual fee of $400, payable quarterly in advance, may apply. Certain pre-existing clients may be subject to a different fee rate. In all cases, please refer to your advisory agreement for specific details on your fee structure and payment terms.

 


 

Do you know if your IRA Beneficiaries are up to date?

Having incomplete or incorrect beneficiaries could prevent your heirs from receiving the money in the most tax-efficient manner. Contact us for more information.

Contact Us

 


 

Custodial Relationship

Schwab Alliance: www.schwaballiance.com