Honeygo Financial Services manages investment portfolios and creates financial plans for clients based on their individual needs. Financial planning can include cash flow analysis, debt analysis, retirement planning, tax planning, and estate planning. Clients with less than $150,000 in managed assets are required to engage in financial planning services.
Assets Under Management$6.1M
Clients31
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$10K
Honeygo Financial Services charges a percentage of the value of your portfolio for investment management. The exact rate may be negotiable, but it will not exceed 2.00% per year. Fees are calculated quarterly and deducted from your account. If you have less than $150,000 managed by Honeygo, you are required to also use their financial planning services.
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