Hawken Wealth Management offers investment advisory and financial planning services. They manage portfolios based on clients' objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities and recommend redistributing investment allocations. Financial planning services may include recommendations for portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning. Hawken Wealth tailors its services to individual client needs.
Assets Under Management$3.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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