HT Partners offers wealth management solutions, including family office advisory services, investment and retirement planning, risk management, tax and estate planning, and business succession strategies. HT Partners may supervise special assets like real estate or business interests. They also offer Strategic Wealth Alignment Planning for business owners. HT Partners manages investment portfolios on a discretionary or non-discretionary basis, using ETFs, mutual funds, and other securities. They may also recommend illiquid direct investments.
Fee Structure
HT Partners' annual fee for wealth management, financial planning, and portfolio management services ranges from 0.42% to 1.25% of your portfolio, depending on the level of service and the types of assets being managed. If HT Partners supervises special assets, they may charge an additional fee of up to 1.25%. Fees are directly debited from client accounts quarterly in advance.