Hiley Hunt Wealth Management provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. Operating as a registered investment advisor, the firm charges clients directly as a percentage of assets under management or through hourly fees, ensuring advice remains focused entirely on client goals without commissions or product sales. Services cover comprehensive topics such as retirement planning, portfolio review, asset allocation, investment strategies, and tax alignment. While there is no strict account minimum to open a managed account, Hiley Hunt Wealth Management finds its services most impactful for clients with $500,000 or more to invest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable based on client type, situation complexity, account composition, and total assets managed.
