Houston Wealth Management (HWM) provides personalized investment and financial advice. HWM offers wealth management advisory services tailored to each client's goals, values, and risk tolerance. Services include financial planning, portfolio management, and financial consulting. HWM offers a no-fee initial meeting to determine if their services can meet your needs.
Assets Under Management$6.6M
Clients16
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000. The firm minimum fee for Portfolio Management Services is $3,000.00 per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...