Hawkins Capital Advisors offers investment advice and financial planning services, including cash flow and debt management, retirement planning, tax strategies, education funding, and estate planning. Hawkins Capital Advisors also provides ongoing investment management services. The firm's principal also offers tax preparation services separately.
Assets Under Management$4.1M
Clients21
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Minimum annual fee of $350. Fees may be discounted but are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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