HWA Financial Group offers investment management where they make investment decisions for you, and financial planning on a stand-alone basis. For investment management, the annual fee is a percentage of the assets they manage, generally between negotiable and 1.00%. They may also recommend independent managers or broker/dealer sub-managers. Financial planning fees range from $150 to $250 per hour.
Assets Under Management$260M
Clients171
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$85M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fee is negotiable depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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