HG Wealth Management provides financial planning and investment advice, including cash flow and debt management, retirement planning, tax strategies, college planning, and estate planning. They also offer ongoing investment management services. HG Wealth Management uses a Core + Satellite investment strategy, blending passive and active investing. They work with individual investors, trusts, estates, and businesses.
Assets Under Management$30M
Clients20
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. Discounting may occur when aggregating accounts for the same individual or family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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