Hodos Wealth Group (HWG) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. HWG creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to select a suitable portfolio. HWG generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds, although HWG primarily recommends ETFs.
Assets Under Management$28M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$28M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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