HF Advisory Group provides portfolio management based on your goals, risk tolerance, and time horizon. They create an investment policy for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. HFA Group generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$250M
Clients402
Advisors2
Avg. per Client$620K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
HF Advisory Group manages your investment portfolio for a fee based on the value of your account. The fee ranges from 0.5% to 1.75% annually. The exact fee is negotiable and will be in your advisory agreement.
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