HB Wealth Management, LLC offers comprehensive wealth management services primarily to individuals, families, trusts, retirement plans, foundations, and family offices. HB Wealth Management provides portfolio management based on each client's specific goals, risk tolerance, and capital markets outlook. In addition to managing traditional investments like equities, bonds, mutual funds, and exchange-traded funds, HB Wealth Management offers access to private investment funds, real estate funds, and private credit strategies. The firm also provides financial planning advice covering cash flow, retirement income needs, wealth transfer, estate planning, insurance planning, and income tax planning. Portfolios are typically held at independent custodians such as Charles Schwab, Fidelity Investments, or BNY Mellon Pershing.
Fee Structure
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% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
