DW Huff Advisory Service offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. They also provide financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on a project basis or as an ongoing engagement.
Assets Under Management$160K
Clients2
Advisors1
Avg. per Client$80K
Avg. per Advisor$160K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual advisory fee will be reduced by 0.20% for accounts managed outside DWHAS’s Wrap Fee Program. Fee includes investment management and ongoing financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...