Hughes Wealth Management offers investment management and financial planning services to individuals, businesses, and retirement plans. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, education, and insurance. Hughes Wealth Management may recommend sub-advisors to manage client assets and participates in the Schwab Managed Account Services Wrap Fee Program.
Assets Under Management$5.7M
Clients3
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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