HFR Wealth Management manages investment portfolios for individuals, trusts, corporations, charitable organizations, pensions, and retirement accounts. Bret Reilly actively manages the accounts, makes the security selections, and trading decisions. HFR manages stock and bond portfolios according to the Prudent Investor Rule, a diversified investment philosophy. The firm is fee-only, meaning it only charges clients a fee based on the value of their portfolio.
Assets Under Management$570M
Clients357
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees and account minimums are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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