Hoyt Wealth Management (HWM) manages investment portfolios and offers financial planning services, including retirement planning, risk management, college savings, and estate planning. HWM also provides ongoing financial planning for a monthly or quarterly fee. HWM does not have a minimum account size requirement.
Assets Under Management$28M
Clients11
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $3.0M | 0.40% |
| $3M+ | 0.20% |
Alternatively, clients can choose a flat annual retainer fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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