HFG Wealth Management manages investment portfolios and provides customized financial planning services for individuals, high-net-worth clients, families, trusts, and estates. HFG Wealth Management develops personalized investment plans based on each client's specific goals, risk tolerance, time horizon, tax bracket, and financial situation. The firm primarily constructs portfolios using exchange-traded funds, institutional mutual funds, and individual stocks and bonds when appropriate. HFG Wealth Management also offers general consulting services covering topics such as cash flow analysis, insurance evaluation, retirement planning, and business valuation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee varies between 0.5% and 2.0% annually based on portfolio size, financial complexity, and services rendered. Minimum annual fee of $15,000. Fees are negotiable.