HW Capital provides integrated investment management and wealth planning services to ultra high-net worth individuals and their families. HW Capital advises clients on stocks, bonds, mutual funds, alternative investments, commercial real estate, and direct private placements. Investment recommendations are tailored to each client's goals. HW Capital does not participate in wrap fee programs.
Fee Structure
HW Capital charges a flat management fee that is negotiated with each client. The management fee varies depending on the services provided. Clients may also pay an annual discretionary bonus. Clients will also incur operational and transaction fees charged by third-party custodians and brokers. HW Capital does not receive any portion of these third-party fees.