HG Wealth Partners provides investment advisory services, managing separate accounts with stocks, bonds, mutual funds, and exchange-traded funds. They also offer financial planning services, advising clients on investment strategies and allocation recommendations. Clients are not obligated to use HG Wealth Partners for investment advisory services if they receive financial planning. HG Wealth Partners does not hold client securities; clients open brokerage accounts at a qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
The Annual asset-based fee charged for portfolio management services typically ranges from 0.50% to 2.00% (one-half percent to two percent) of assets under management. The exact percentage charged depends upon the nature and total dollar value of the account and is negotiable. Clients are hereby advised that lower fees for comparable services may be available from other sources.