Hilty Wealth Management (HWML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. HWML creates an Investment Policy Statement for each client. HWML primarily recommends equities and equity options, but may use other securities to diversify portfolios. HWML requires authority to make trades without asking first. HWML acts in the client's best interest.
Assets Under Management$1.3M
Clients7
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...