Wealth Management
Customized Portfolios
Investing with ETFs
Diversification
Tax Efficiency
Performance
Low Costs; No Commissions
The J.C. Hood Difference
Fees
What are your fees?
At J.C. Hood Investment Counsel, we are jointly registered as both Investment Counselors and as Portfolio Managers. As Investment Counsellors, we are fee-based advisors and entitled to charge a fee for our services based upon the amount of assets being managed; we are not allowed to collect any commissions for our services. Our fees grow only as your assets grow.
As Portfolio Managers our license is the same as that of pension fund or other fund managers; that is, we manage your money, not just sell you investments. We clearly define your objectives and asset allocation we will begin to manage your investments on your behalf. Our fee for this service is 1% annually, plus transaction/ETF costs of 0.2% for a total fee of 1.2% on accounts of $250,000-$1,000,000. For accounts over $1 million, 1%; $2 million+, 0.80 %. Unlike many other Investment Counsellors, we welcome family accounts with combined investment assets over $250,000.