Pricing
Always à la carte. Always a flat fee. Use one service or all three. You pay a flat fee whether you manage $25 million or $250 million, and it’s never drawn from your clients’ accounts.
$250 per account, per year. No basis points. Billed in arrears, monthly or quarterly.¹
One-time setup fee. $400/hour if you also engage Strategic CIO Coaching, a 20% discount off the standard hourly rate. $450/hour if you’re just interested in the Portfolio Management & Trading Desk, a 10% discount. Billed in arrears once onboarding is complete.²
The setup fee is transparent from the start of our relationship. It’s based on my estimate of the time required to set up your clients’ accounts and preferences in HPM’s portfolio management system. The level of customization you choose impacts how long it takes. As you grow, new accounts come on board without a setup fee and trade at the flat rate.
HPM does not draw fees from your clients’ accounts. Your firm receives the bill.
The Impact of Basis Points on Your Growth
Basis points punish growth. Flat fees fuel it. See how HPM’s pricing compares with traditional TAMP and OCIO basis-point fees.
Whether HPM trades your models or its own, the flat $250 per account annually applies, helping you scale as you grow. The left column demonstrates typical TAMP and OCIO basis-point fee levels. The second column is the account size where their fee equals HPM’s $250 fee. Below that size, they’re cheaper. Above it, HPM scales more cost-effectively. At 0.25%, a common rate, the breakeven account size is $100,000. For every $1 million account you manage with a 0.25% TAMP or OCIO fee, you save $2,250 annually.
The comparison covers the ongoing fee only. It doesn’t include HPM’s one-time setup fee, account minimums, custodial costs, or fund-level expenses.
Always à la carte. Always a flat fee.
Never basis points.
$30,000 per year. A flat fee. No AUM fees and no setup fee.
Billed in arrears. Monthly ($2,500) or quarterly ($7,500), your choice.
Engaging Strategic CIO Coaching also earns you a 20% discount on the setup rate for HPM's Portfolio Management & Trading Desk, and HPM may waive the 30-account firm minimum for that service.
$500 per hour. Billed in arrears once the work is delivered.
A three-hour minimum, or $1,500. We always set a fee cap in advance, so the project can’t run past what you agreed to.
¹For standalone use of the Portfolio Management & Trading Desk, a minimum of 30 active accounts applies. HPM may waive this firm-level minimum for RIAs who also engage Strategic CIO Coaching. Individual accounts are subject to a $25,000 minimum asset balance at onboarding.
²The setup fee is subject to a $1,000 baseline minimum.
HPM Investment Partners, LLC (CRD# 343565) is registered as an investment adviser with the Commonwealth of Pennsylvania. Registration does not imply a certain level of skill or training. HPM operates exclusively on a business-to-business basis and does not provide retail financial planning, wealth management, or investment advice to individual investors. Services are offered only where HPM is properly registered or exempt from registration.
The fee comparison shown is hypothetical and for illustrative purposes only. It does not reflect HPM’s one-time setup fee for the Portfolio Management & Trading Desk service, or any account minimums, custodial costs, or fund-level expenses that may apply. Actual costs and savings vary by firm and are not guaranteed. A definitive written agreement governs all fees and services. For additional information, including material risks and conflicts of interest, please see HPM’s Form ADV Part 2A.
Ready to Get a Handle on Your Investment Engine?
If you’re an independent RIA wanting a seasoned, credentialed investment professional in your corner who won’t replace your investment authority and won’t charge you basis points, let’s talk.