Hilton Head Wealth Advisors offers financial planning and investment advice to individuals and high-net-worth individuals. Services include evaluating investment needs, developing investment strategies, identifying investment vehicles, and monitoring portfolio performance. The firm helps clients with retirement, budget, estate, education, investment policy, insurance, and tax planning. Clients should be comfortable with the firm making day-to-day investment decisions.
Assets Under Management$4.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $750K | 0.75% |
| $750K - $1.3M | 0.70% |
| $1.3M+ | 0.65% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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