HWC Financial offers investment advice and financial planning to individuals and high net worth individuals. HWC Financial provides customized investment solutions through personal contact and discretionary investment management. Financial planning services include investment, retirement, education, and insurance planning. HWC Financial may recommend sub-advisors when appropriate.
Assets Under Management$60M
Clients113
Advisors2
Avg. per Client$530K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Investment advisory fees are negotiable and reflect the maximum annual rate at the respective asset levels. A minimum fee of $25 per account per quarter will be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...