McDonald Hartman Wealth Advisors offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. MHWA also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Services are offered through Investment Advisory Representatives to accounts opened with MHWA.
Assets Under Management$26M
Clients29
Advisors1
Avg. per Client$910K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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