HFM Investment Advisors offers investment management through third-party subadvisors and financial planning services. They provide ongoing investment supervision, on-demand financial courses, and retirement plan services. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. HFM has different service models based on investable assets.
Assets Under Management$330M
Clients527
Advisors7
Avg. per Client$620K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
HFM also charges 1.00% annually for TIAA annuities only. Advisory fee is negotiable at HFM's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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