Hanke & Apolonio Wealth Advisors offers investment management based on a percentage of assets managed. They also provide financial planning and consulting services for an hourly rate or fixed fee. The firm's services include reviews of wills, estate plans, investments, taxes, retirement, college planning, and insurance. They may also hold seminars to educate the public on investments.
Assets Under Management$150M
Clients94
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable for accounts over $20,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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