Hill and LaBarre Wealth Management (HLWM) offers investment management through two primary service approaches: Portfolio Management (Model-Based) and Strategic Portfolio Management. They also provide financial planning and consulting services, including written financial plans and consultations. HLWM also offers a subscription-based Wealth Advisory Program for broader financial guidance. HLWM also offers educational classes on trading.
Assets Under Management$250K
Clients6
Advisors3
Avg. per Client$42K
Avg. per Advisor$84K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $1 million. Portfolio Management (Model Program) charges 0.75% annually of the value of your portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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