Assets Under Management
$355.4M
Number of Clients
64
Number of Advisors
1
Average Client AUM
$5.6M
AUM per Advisor
$355.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
HCWA offers discretionary investment management, financial planning, and portfolio reporting services to individuals, high net worth individuals, endowments, and trusts. Investment allocations are based on client objectives, risk tolerance, and suitability factors. HCWA uses Charles Schwab Institutional for wealth management platforms.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $9.0M | 0.80% |
| $9.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees negotiable above $15,000,000.
100 Village Court, Suite 202, Hazlet, NJ, 07730