Servant Wealth Management, LLC

Fee-Only (% of Portfolio)

Servant Wealth Management provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Servant Wealth Management creates a personalized Investment Policy Statement for every client and evaluates current investments against risk guidelines. The firm builds portfolios using mutual funds, fixed income securities, equities, exchange-traded funds, and non-U.S. securities. Servant Wealth Management operates on a legally required standard to act in your best interest when providing advice. Hannah Hoch is the owner and sole management person of Servant Wealth Management, which is based in Bartlesville, Oklahoma.

Assets Under Management$4.4M
Clients2
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$4.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable and memorialized in the client's advisory agreement.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Servant Wealth Management, LLC - Fees, AUM & Advisors | TrueAdvisor