Caroline Mcinerney is a CFP-designated registered investment advisor at Hwm Wealth Management LLC, based in Sandy Springs, GA, with 9 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
HWM Wealth Management offers investment management services for a fee based on the average daily balance of your portfolio. Financial planning is included at no additional cost for investment management clients. The annual advisory fee is:
- First $1,000,000: 0.50% to 1.20%
- Next $4,000,000: 0.50% to 0.90%
- Balance over $5,000,000: 0.50% to 0.65%
All fees are negotiable.
Location
Sandy Springs, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hwm Wealth Management LLC
Previous Registrations
Nicholas Hoffman & Company, LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.