HB Wealth Management provides wealth management services, including investment management and financial planning, to individuals, families, trusts, retirement plans, and other entities. They review client portfolios, provide investment advice, and offer consolidated quarterly investment capital reports. They also consult on wealth management matters such as cash flow planning, retirement income needs, estate planning, insurance planning, and income tax planning.
Assets Under Management$26B
Clients5,230
Advisors157
Avg. per Client$4.9M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
157 Advisors at this firm
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