FHWV Financial refers clients to other registered investment advisory firms. FHWV also offers managed account services through third-party platforms like SEI and American Funds. FHWV tailors its advisory services to the individual needs of clients. FHWV Financial is affiliated with FHWV, LLP (an accounting firm).
Assets Under Management$15M
Clients27
Advisors5
Avg. per Client$550K
Avg. per Advisor$3M
Fee Structure
Investment management only (planning not offered)
FHWV Financial offers investment advisory services through managed accounts on third-party platforms. The fee for these services ranges from 0.50% to 1.00% of your account value. This fee is calculated by the platform sponsor (SEI or American Funds) and paid directly to FHWV Financial. FHWV Financial does not have the authority to deduct fees directly from client accounts.
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