Honey Badger Advisors provides portfolio management services based on individual client goals and risk tolerance, delivered through customized or model portfolios. They also offer financial planning, covering retirement, education savings, and tax planning. Financial planning is included with investment management, but is also offered as an hourly service. HBAdvisors also provides consulting services to pension and retirement plans.
Assets Under Management$3.9M
Clients20
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.9M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Annual fee is a flat fee of $35,000 for amounts over $5,000,001. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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