HCM Wealth Advisors offers continuous investment management, working with clients to establish an investment policy and manage a portfolio based on their individual objectives, risk tolerance, and liquidity needs. HCM Wealth Advisors manages accounts on a discretionary basis, meaning they make trades without prior authorization. They also offer financial planning services that are included with their portfolio management services. HCM Wealth Advisors may recommend outside portfolio managers for some clients.
Assets Under Management$1.2B
Clients850
Advisors9
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and HCM Wealth Advisors employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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