HHM Wealth Advisors manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, families, trusts, and businesses. HHM Wealth Advisors offers both discretionary and non-discretionary portfolio management, tailoring investments to each client's specific goals, risk tolerance, and tax situation. The firm's investment strategy focuses on diversification across stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to managing investments, HHM Wealth Advisors creates comprehensive financial plans covering retirement, tax strategies, estate planning, insurance, and college savings. Clients also have the option to pay a flat quarterly fee in lieu of a percentage of their portfolio.
Fee Structure
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% |
Subject to a $3,000 annual minimum fee. An account fee of $12.50 per quarter per account applies. Fees are negotiable based on the nature and complexity of client circumstances.