Kathryn Bates is a registered investment advisor at Hfg Wealth Management, LLC, based in The Woodlands, TX, with 5 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 435 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFG Wealth Management charges a fee based on the value of your investments and the complexity of your financial situation. The fee varies between 0.5% and 2.0%. Accounts in the same household are usually combined for billing. HFG generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable.
Location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hfg Wealth Management, LLC
Previous Registrations
Starfox Financial Services, LLC
State Registrations1 state
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