Hartwell Wealth Management (HWML) provides ongoing portfolio management based on individual client goals and risk tolerance. HWML creates an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and estate planning. HWML primarily recommends ETFs.
Assets Under Management$55M
Clients154
Advisors3
Avg. per Client$360K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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