Hawken Wealth Management is a registered investment advisor founded in 2021 and led by Kent Rice, located in Reno, Nevada. The firm specializes in custom portfolio management on a discretionary basis, using tactical allocation strategies across stocks, bonds, mutual funds, options, and other securities to help reduce risk and increase performance. In addition to managing investments, Hawken Wealth Management provides comprehensive financial planning services covering retirement goals, tax optimization, cash flow budgeting, estate planning, and asset protection strategies. The firm tailors its services to individual client needs, serving individuals, high-net-worth individuals, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2.0% annually and are negotiable at the firm's sole discretion.