Horst & Graben Wealth Management helps clients create financial strategies to meet their short- and long-term goals. They offer investment management services, designing and managing portfolios based on a client's individual needs and risk tolerance. They also provide financial planning, estate planning, and retirement planning on a fee-only basis. Clients are not obligated to implement any recommendations made by Horst & Graben.
Assets Under Management$800M
Clients1,207
Advisors3
Avg. per Client$660K
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.38% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.00% |
| $1.3M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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