HS Tax Wealth Mgmt refers high net worth individuals to third-party money managers for investment management services. HS Tax Wealth Mgmt receives a portion of the fees charged by these managers as a referral fee. While HS Tax Wealth Mgmt can answer questions about your account and act as a liaison, the third-party managers have the authority to make investment decisions for your account.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
HS Tax Wealth Mgmt does not directly charge you any investment advisory fees. Instead, the third-party money manager they recommend will charge you a fee, and HS Tax Wealth Mgmt will receive a portion of that fee as a referral. Specifically, HS Tax Wealth Mgmt receives:
- 25% of wealth management fees charged on assets under management
- 25% of insurance commissions
- 12.5% of advanced planning fees, capped at $25,000.00
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