Hawk Capital Wealth Management provides investment management on a non-discretionary basis, meaning they need your approval before making any trades. They also offer services to retirement plans and financial planning, which includes evaluating your current and future financial situation to predict cash flows and asset values. Jessi Hawk, the owner, has outside business activities as an independent insurance agent and real estate broker, which may present conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).