Huffman Wealth Management (HWM) provides financial planning, consulting, and investment management services. HWM manages client investment portfolios and may provide wealth management services, including financial planning and investment portfolio management. HWM allocates client assets among mutual funds and individual equity securities. They may also recommend individual debt securities, exchange traded funds, and independent separate account managers. HWM tailors its advisory services to meet the needs of individual clients.
Assets Under Management$86M
Clients200
Advisors1
Avg. per Client$430K
Avg. per Advisor$86M
www.linkedin.com/in/bethany-b-huffman-744439125 ·www.linkedin.com'company/huffman-wealth-management ·www.huffmanwealth.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.10% |
| $100K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
529 Plans managed by HWM: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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