HHL Wealth Advisors (HHLWA) is a registered investment advisor that offers investment management and financial planning services. HHLWA works with clients to develop personalized investment plans and manage their portfolios. Financial planning services are offered on a project basis or ongoing engagement, covering areas like retirement, taxes, and estate planning. HHLWA is a fee-only firm, meaning it only receives compensation from its clients.
Assets Under Management$150K
Clients4
Advisors2
Avg. per Client$38K
Avg. per Advisor$76K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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