Hewell Financial Group offers investment management services where they make investment decisions for you, as well as financial planning and consulting. They work with individuals, high net worth individuals, trusts, estates, charitable organizations, 401(k) plans and businesses. They also offer ERISA plan services.
Assets Under Management$320M
Clients218
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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