Hankinson Wealth Advisors offers financial planning and investment management services to individuals, high net worth individuals, business entities, trusts, estates, and charitable organizations. They help clients set investment objectives and allocate assets accordingly, monitoring and rebalancing portfolios as needed. In limited cases, they may offer standalone financial planning services. They may also recommend other professionals like attorneys and accountants, but clients are not obligated to use them.
Assets Under Management$48M
Clients43
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. A $20,000 annual minimum fee generally applies for Wealth Management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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