Hc Advisors LLC

HC Advisors LLC is an investment management firm based in Sandy Springs, GA, established in 2012. The firm offers personalized investment advisory services, including portfolio management, financial planning, and consulting services. Clients can open discretionary or non-discretionary accounts with a minimum initial investment of $250,000 or a minimum annual fee of $3,750. HC Advisors acts as a fiduciary, putting clients' interests first. The firm's investment strategies include long-term purchases, short-term purchases, trading, balance strategy, long-term buy and hold, and Modern Portfolio Theory. Clients have the option to use third-party money managers for their accounts, with fees billed according to the manager's fee structure. HC Advisors charges fees for portfolio management services based on a maximum of 0.375% per quarter of assets under management or a negotiated flat fee. The firm does not accept performance-based fees and does not engage in side-by-side management. Clients receive quarterly account statements from the custodian, detailing account performance and holdings. HC Advisors does not have custody of client funds and securities, and clients have the right to vote on proxies for securities held in their accounts. The firm has policies in place to protect clients' privacy and address trade errors promptly.