Hughes Financial Group provides personalized financial planning and active investment management services. The firm uses a six-step planning process to help clients with objectives such as cash flow management, tax planning, insurance reviews, retirement planning, estate planning, and education funding. Investment management services use active strategies primarily utilizing mutual funds and exchange-traded funds. Hughes Financial Group does not act as a custodian for client assets, meaning clients maintain control of their money while granting the firm authority to place trades on their behalf. The firm specializes in working with individuals, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 0.75% |
Fees are negotiable and family accounts may be aggregated.