Hartmann Taylor Wealth Management (HTWM) offers asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. HTWM also provides financial planning and consulting services covering areas like cash flow, retirement, education, risk management, investments, estate, tax, insurance, and debt/credit planning. For high-net-worth families, HTWM offers Family Office Services, acting as a primary trusted advisor and coordinating strategies related to estate planning, taxes, investments, philanthropy, and cash management.
Assets Under Management$250M
Clients96
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$250M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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