HBKS Wealth Advisors offers comprehensive wealth management services, primarily focusing on personalized investment portfolio management and financial planning. The firm creates customized investment portfolios based on individual client goals, risk tolerance, and financial situations, utilizing a variety of vehicles including mutual funds, exchange-traded funds, individual securities, and alternative investments. In addition to investment management, HBKS Wealth Advisors provides modular and comprehensive financial planning covering retirement, education savings, insurance protection, estate planning, and income tax strategies. The firm also offers specialized high-net-worth concierge services through its Level 3 trade name. HBKS Wealth Advisors works with individuals, families, trusts, estates, charitable organizations, and business entities, employing both discretionary and non-discretionary management structures.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.