HK Private Client offers investment management services including portfolio evaluation, asset allocation, security selection, and ongoing monitoring. Financial planning services are also available, covering areas like cash management, risk management, insurance, education funding, and retirement planning. Financial planning is included for clients with at least $1,000,000 managed by HK Private Client. The firm tailors its services to each client's financial situation and investment objectives.
Assets Under Management$90M
Clients109
Advisors2
Avg. per Client$830K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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