Assets Under Management
$25.6M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$1.0M
AUM per Advisor
$25.6M
Compensation
Fee-Only (AUM)
Hodos Wealth Group, LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in the selection of a portfolio that matches each client's specific situation. HWG primarily recommends ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are generally negotiable.
1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX, 77380