Hawk Capital Management offers investment advisory services, primarily managing concentrated portfolios of common stocks. The firm also provides financial planning services covering areas like tax, retirement, education, insurance, and estate planning. Financial planning can be comprehensive or modular, and clients are not obligated to implement recommendations through the firm. Existing investment management clients are eligible for financial planning at no additional charge.
Assets Under Management$22M
Clients40
Advisors1
Avg. per Client$560K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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