HHM Wealth Advisors offers investment management, financial planning, and employee benefit retirement plan services. They tailor investment strategies to each client's risk tolerance and financial goals, primarily managing accounts on a discretionary basis. HHM's financial planning services include comprehensive plans, annual reviews, and separate consultations. HHM also provides retirement plan consulting services to businesses.
Assets Under Management$1.4B
Clients1,177
Advisors12
Avg. per Client$1.2M
Avg. per Advisor$120M
www.hhmwealth.com ·www.linkedin.com/company/1651086 ·www.facebook.com/pages/hhmwealth-advisors/16342...
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Clients are subject to a $2,500 per year minimum. Management Fees are negotiable depending on both the nature and complexity of client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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