Elena Hawk is a registered investment advisor at Hawk Advisory LLC, based in San Francisco, CA, with 5 years of industry experience. Elena 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 3 more. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fee Estimator
Location
1446A Rhode Island St, San Francisco, CA, 94107
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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
Hawk Advisory LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLCBroker
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.