HBW Advisory Services provides investment advice and financial planning to individuals, families, and businesses. HBW offers discretionary asset management services, where they manage your investments for you. They also offer financial planning services covering retirement, estate, education, and other areas. HBW may use sub-advisers to manage a portion of your account. They also have an online portfolio management platform through Betterment.
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.