Hughes & Company Investment Advisory offers financial planning on topics like retirement, risk management, college savings, and estate planning. Financial planning involves evaluating a client's current and future financial state. They also offer investment advisory services through third-party money managers, assisting clients in selecting an appropriate allocation model and reviewing the manager.
Assets Under Management$1.4M
Clients8
Advisors1
Avg. per Client$170K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 0.70% |
| $800K - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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