HP Wealth Management provides investment management, financial planning, and retirement services to individuals, high-net-worth individuals, families, and businesses. HP Wealth Management manages portfolios and offers advice on legacy positions. The firm primarily invests in stocks, bonds, ETFs, and mutual funds. Clients can place reasonable restrictions on investments.
Assets Under Management$7.8M
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$2.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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