Hedged Private Wealth (HPW) is a financial consulting and investment management firm. HPW offers investment management services where they manage client portfolios based on their goals and risk tolerance. HPW also provides investment programs to unaffiliated investment advisors. HPW does not act as a custodian but uses Charles Schwab and Tastytrade. HPW also holds seminars and workshops to educate the public.
Assets Under Management$4.2M
Clients49
Advisors4
Avg. per Client$87K
Avg. per Advisor$1.1M
www.hedgedprivatewealth.com ·www.facebook.com/hedgedprivatewealth ·www.linkedin.com/company/hedged-private-wealth
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending on the size, scope, and complexity of services rendered. The standard incentive fee is 2% AUM annually and 20% performance fee. This fee is negotiable upon discussion of the complexity of risk strategies pursued and varies to each investor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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