Haywood Wealth Management provides investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. HWM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. HWM uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion.
Assets Under Management$11M
Clients37
Advisors2
Avg. per Client$310K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Clients who engaged the firm prior to the effective date may be billed under a different fee schedule that was in effect at the time of their engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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