Hawthorne Wellman Financial Planning (HWFP) offers financial planning and investment management services to individuals and families. HWFP provides comprehensive wealth management for an annual fee based on a percentage of assets managed. Financial planning covers retirement, cash flow, college planning, investments, insurance, estate planning, charitable giving, and taxes. HWFP also offers financial planning without investment management for an hourly or fixed fee.
Assets Under Management$66K
Clients2
Advisors1
Avg. per Client$33K
Avg. per Advisor$66K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Annual fees are negotiable at the adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...