Hughes Warren provides wealth planning services that combine financial planning, investment portfolio management, and other financial services. Their financial planning covers cash flow, tax, insurance, employee benefits, business ownership, education, estate, and retirement planning. Investment advice is tailored to each client's needs and objectives. Hughes Warren may use a third-party platform, Pontera, to manage held away assets such as 401k accounts.
Assets Under Management$220M
Clients808
Advisors2
Avg. per Client$270K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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