HBC Financial Group acts as a solicitor, connecting individuals with independent investment managers. HBC earns a referral fee from these managers when a client they refer becomes a client. HBC will recommend a specific manager based on factors like account size, risk tolerance, and investment philosophy. Clients should review the manager's disclosure documents for a full description of their services and fees.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
HBC Financial Group does not directly manage your investments. Instead, they connect you with a third-party investment manager who will charge you a management fee. HBC receives a portion of that fee as a referral fee. This referral fee does not increase the total fee you pay.
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