Homrich Berg
Assets Under Management
$18.6B
Number of Clients
4,237
Number of Advisors
138
Average Client AUM
$4.4M
AUM per Advisor
$134.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HB Wealth Management offers wealth management services, including investment management and financial planning, to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. They consider client goals, risk tolerance, and capital markets outlook when directing assets. They also consult on cash flow, retirement income, wealth transfer, insurance, and tax planning.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | 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
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$12,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
138 Advisors at this firm
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