HMV Wealth Advisors manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. HMVWA works with clients to determine their investment objectives and risk profiles, then designs a written investment policy statement. HMVWA typically creates portfolios of mutual funds, exchange-traded funds (ETFs), and fixed income investments. HMVWA also provides advisory services to participant-directed retirement plans through third-party administrators.
Assets Under Management$460M
Clients113
Advisors3
Avg. per Client$4.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related business may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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