HTB Wealth Advisors offers investment advice tailored to clients' needs and objectives. They provide discretionary investment advisory services through managed account programs. HTB works with clients to determine their investment objectives and risk tolerance, recommending asset allocation strategies. HTB has contracted with Savant Wealth Management for portfolio management and other services. HTB also provides retirement plan consulting services to employer-sponsored retirement plans.
Assets Under Management$200K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$100K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are charged quarterly in advance. Savant's fees are included in HTB's total fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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