Greg Hodges Financial Advisory offers investment management for clients with existing portfolios, as well as financial planning and consultation for those who don't need portfolio management. They also provide "as needed" financial advice for specific questions or second opinions. Recommendations are made and implemented only with client approval, and clients can place restrictions on investments.
Assets Under Management$15M
Clients26
Advisors1
Avg. per Client$590K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable depending on individual circumstances and the scope of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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