Hawke Financial Group (HFG) offers portfolio management services, tailoring each portfolio to the client's individual needs. HFG also provides financial planning and consulting services on a separate fee basis, covering investment and non-investment related matters. HFG may recommend independent managers for a portion of client assets. HFG also offers consulting services to pension or other employee benefit plans.
Assets Under Management$250M
Clients789
Advisors2
Avg. per Client$320K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may differ from client to client based upon investment strategies utilized, the amount of assets under management and the amount of work anticipated in servicing your account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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