HBW Advisory Services is a registered investment advisor providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. HBW Advisory Services builds customized investment portfolios using internal strategies, model portfolios, and third-party money managers, with a strong focus on risk management and asset allocation. HBW Advisory Services also offers online portfolio management platforms and selection of other advisors. In addition to investment management, HBW Advisory Services provides comprehensive financial planning covering retirement, estate, tax-aware strategies, education, and debt analysis. The firm primarily serves individual investors, families, businesses, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.