Hawk Advisory offers financial planning and investment management services to individuals, high net-worth individuals, and businesses. Hawk Advisory is a fee-only firm, meaning it only receives compensation from clients for its services. Hawk Advisory may recommend third-party professionals, but does not receive compensation from them.
Assets Under Management$0
Clients7
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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