HFG Advisors, located in Kalamazoo, Michigan, offers investment advisory services, constructing diversified portfolios with a long-term buy-and-hold approach. They also provide financial planning services covering areas like retirement, tax, and estate planning. HFG manages accounts on a discretionary basis, meaning they can make trades without your prior approval. Custodial services are offered through Osaic Wealth, Inc. or Charles Schwab & Co., Inc.
Assets Under Management$52M
Clients36
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$26M
www.hfgfinancialgroup.com ·www.facebook.com/hfgfinancialgroup ·www.linkedin.com/company/hfg-financial-group-llc
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
All fees are negotiable at HFG's sole discretion.
Fee Estimator
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Estimated Annual Fee
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