Hawkins Investment Counsel manages investment portfolios and provides financial planning services for individuals, families, and institutional clients. Founded in 2005 and led by Matt Hawkins, the firm builds customized portfolios using a top-down research approach, focusing on global capital markets and diversification through mutual funds, exchange-traded funds, individual stocks, bonds, and other securities. Investment management is conducted without granting the firm the authority to make trades without asking first, meaning clients approve transactions before they occur. In addition to portfolio management, Hawkins Investment Counsel offers financial planning covering estate, tax, college, insurance, and investment planning upon request. The firm emphasizes individualized portfolio construction tailored to each client's specific financial status, tax situation, risk profile, and liquidity needs. Hawkins Investment Counsel does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable at the firm's sole discretion based on factors such as market rate, relationship workload, total assets, and relationship tenure.