HA Wealth Advisors Inc. provides portfolio management tailored to individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. HWAI may select other advisors like TownSquare Capital, LLC to manage client assets. HWAI generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$65M
Clients240
Advisors2
Avg. per Client$270K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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