HBE Wealth Management manages investment portfolios for individuals, trusts, charitable organizations, and businesses. HBE works with clients to determine their investment objectives and risk profile, then designs a written investment policy statement. HBE primarily recommends portfolios consisting of passively managed asset class and index mutual funds and ETFs. HBE may also provide financial planning services to clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things. HBE does not charge a separate fee for this service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees and account minimums may be negotiable under certain circumstances.