Clark Brown, LLC, operating as Hello Wealth, offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and monitor portfolios regularly. Hello Wealth generally recommends Buckingham Strategic Partners to assist in managing client accounts. Financial planning services cover investment, insurance, retirement, and estate planning. They also offer retirement plan advisory services and cash management services through Flourish.
Assets Under Management$22M
Clients38
Advisors2
Avg. per Client$590K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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