Hiley Hunt Wealth Management (HHWM) offers ongoing investment management and financial planning services. As a fee-only advisor, HHWM is paid exclusively by clients and does not receive commissions. HHWM manages accounts based on a client's financial situation, investment objectives, and risk tolerance. Financial planning services include investment, retirement, insurance, and tax planning.
Assets Under Management$290M
Clients265
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 the type of client, complexity, account composition, potential for additional deposits, relationship with the advisor, and total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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