HDA Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. HDA Wealth Management also provides pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt.
Assets Under Management$120M
Clients427
Advisors2
Avg. per Client$280K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio Management Fee is negotiated between you and your Financial Advisor. The maximum annualized Portfolio Management Fee that can be charged to you is one percent (1.00%)
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...