Human Capital Wealth Management manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered through ongoing, hourly, or project-based engagements. HCWM acts as a fiduciary when providing investment advice to retirement accounts.
Assets Under Management$10M
Clients85
Advisors1
Avg. per Client$120K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$120
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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