The High Net Worth Advisory Group (HNWAG) offers wealth management, portfolio review, and general consulting services. Wealth management combines financial planning with portfolio management. Financial plans cover cash flow, retirement, insurance, education savings, and estate analysis. HNWAG provides advice on various securities. Pension consulting services are also available to individuals and organizations. HNWAG manages investments on a discretionary or non-discretionary basis.
Assets Under Management$860M
Clients426
Advisors6
Avg. per Client$2M
Avg. per Advisor$140M
www.facebook.com/highnetworthadvisory ·www.linkedin.com/company/highnetworthadvisory ·www.highnetworthadvisorygroup.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on factors such as the amount of assets, range of investments, and complexity of the Client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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