HCM Wealth offers investment management and personalized advice to individuals, families, trusts, retirement plans, and charitable organizations. They combine asset management with financial planning. Their investment approach focuses on the client's goals, objectives, and needs, with an emphasis on wealth preservation and capital growth. They typically invest in individual stocks, bonds, and cash equivalents, and may also use exchange-traded funds and mutual funds.
Assets Under Management$880M
Clients290
Advisors4
Avg. per Client$3M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable under certain circumstances. There is a $10,000 minimum annual management fee for new clients and clients that no longer meet the minimum portfolio requirement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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