Htg Investment Advisors INC
Assets Under Management
$968.7M
Number of Clients
375
Number of Advisors
12
Avg. Portfolio per Client
$2.6M
Avg. Managed per Advisor
$80.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
HTG Investment Advisors is an independent investment advisory firm that helps individuals and families achieve their financial goals. HTG provides investment management and financial planning services, including wealth accumulation, retirement planning, education funding, charitable giving, and tax-saving opportunities. HTG invests client portfolios in a mix of assets using screened mutual funds and exchange traded funds (ETFs).
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fixed fee of $3,000/year is added to AUM fee. Minimum quarterly fee of $1,500 applies. Fees negotiable for accounts larger than $20 million.
Fee Estimator
Areas of Practice
Location
50 Locust Avenue, New Canaan, CT, 06840
