HFG Wealth Management offers investment consulting and financial planning services, including asset allocation and portfolio management. HFG works with clients to establish and reach their financial goals within their risk tolerance. HFG also provides general consulting services such as cash flow analysis, insurance evaluation, and retirement planning. Bellatore Financial, Inc. provides back-office support to HFG.
Fee Structure
HFG Wealth Management charges a fee based on the value of your investments and the complexity of your financial situation. The fee varies between 0.5% and 2.0%. Accounts in the same household are usually combined for billing. HFG generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable.