HFM Investment Advisors is a registered investment advisor founded in 1986, offering investment management and financial planning services. HFM manages client portfolios primarily by referring clients to third-party money managers while assisting with asset allocation and ongoing portfolio reviews. The firm also provides comprehensive financial planning covering retirement, insurance, college savings, cash flow, debt management, employee benefits, and estate planning. HFM works with individuals, families, and business owners, tailoring strategies to each client's specific financial situation and goals.
Assets Under Management$490M
Clients220
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard advisory fee ranges between 0.25% and 1.25% based on situation, complexity, and services provided. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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