William D. Hughes offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WDH creates an Investment Policy Statement for each client. WDH generally limits its investment advice to fixed income securities and equities. WDH requests authority to make trades without asking first.
Assets Under Management$4.1M
Clients12
Advisors1
Avg. per Client$350K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.84% |
| $500K - $5.0M | 0.60% |
| $5M+ | 0.36% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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