Hubbell Strickland Wealth Management (HSWM) provides financial planning, consulting, and investment management services. They manage investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. HSWM works with individuals, pension plans, trusts, estates, and businesses, tailoring their services to meet each client's needs and objectives. They also offer consulting services to retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable for portfolios over $2,500,000. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), HSWM may negotiate a fee rate that differs from the range set forth above which depends on the responsibilities taken by the Firm to manage or simply monitor the assets.