HFM Investment Advisors offers investment management by referring clients to third-party money managers. HFM assists clients in selecting managers, interacting with them, and reviewing their performance. HFM also provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial plans are tailored to each client's situation and goals.
Fee Structure
HFM Investment Advisors' fee for investment management ranges from 0.25% to 1.25% of the value of your portfolio per year, depending on the situation, complexity, and services provided. The specific fee and services will be agreed upon in your advisory contract. Fees are negotiable and are paid quarterly, based on the amount of time remaining in the billing period.