Hewitt Wealth Management provides ongoing financial planning and investment management services. They work with clients to understand their goals, lifestyle, and values to create a financial plan. Services include investment advice, retirement planning, tax strategies, insurance review, and estate planning. Hewitt Wealth Management has discretionary authority to manage client investments.
Fee Structure
Hewitt Wealth Management's annual fee for wealth management services, which includes both investment management and financial planning, ranges from $6,000 to $30,000. The fee is based on the complexity of the client's financial needs and situation. Factors considered include the number of household members, the amount of financial planning required, the number and type of accounts, net worth, life stage, business interests, real estate ownership, and trust arrangements. Fees are billed monthly in arrears.