Honor Family Office (HFO) manages investment portfolios and provides ongoing financial planning. HFO works with clients to establish financial goals and values, then develops and implements a plan. HFO also offers tax preparation services. HFO may recommend Third Party Managers (TAMPs) for portfolio management.
Assets Under Management$48M
Clients6
Advisors1
Avg. per Client$8.1M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Investment Management is offered in addition to Ongoing Comprehensive Financial Planning. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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