The following is the maximum annual fee schedule HCR charges individual clients:

Account Size

Maximum Annual Fee

$10,000 - $150,000


$150,001 - $500,000


$500,001 - $1,000,000


$1,000,001 and over


Management fees are billed monthly in arrears and deducted directly from the client’s account per their written approval. Management fees are calculated based on individual fee rate and market value of individual account as of the last business day of the month. 

Clients have online access to account activity and receive statements each quarter detailing all activity which occurred in the account.  

* Management Fee Disclosure: Under no circumstances will the rate be more than the maximum fee schedule states. The maximum fee schedules apply to each account. In certain circumstances, HCR fees may be negotiable.