HG Wealth Management is a registered investment advisor based in Chicago, Illinois, offering personalized financial planning and ongoing portfolio management. HG Wealth Management helps clients with cash flow and debt management, risk management, employee benefits, retirement planning, tax planning strategies, college planning, and estate planning. The firm uses a core-and-satellite investment strategy, blending low-cost index funds or exchange-traded funds as the core of a portfolio with actively managed investments to seek additional growth or diversification. HG Wealth Management primarily serves individual investors, families, trusts, and estates, and is legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Accounts can be aggregated across family members for fee discounts.
