Hawk Investment Management provides personalized wealth advisory services, including continuous investment management and comprehensive wealth planning, tailored through two distinct service levels named HawkHunt and HawkNest. HawkHunt is designed for clients with mature wealth and complex needs, offering portfolios that include individual securities, exchange-traded funds, options, and hedging strategies, alongside comprehensive wealth planning. HawkNest serves clients with accumulating wealth, utilizing exchange-traded funds and essential planning tools. Hawk Investment Management operates with a focus on aligning portfolios with each client's specific purpose and values, using fundamental, quantitative, and cyclical economic analysis. The firm does not require a minimum dollar amount to open an account, though portfolio size and complexity guide service level selection. Associated persons may also act as independent insurance agents, earning separate commissions on insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by service level: HawkHunt charges 2.0% of the portfolio for fully discretionary investment advice, while HawkNest charges 1.0%. Hawk Investment Management reserves the right to negotiate fee schedules.