HWM Wealth Management offers investment management and financial planning services. Investment management includes continuous advice and portfolio management based on a client's individual needs and goals. Financial planning is offered as a standalone service or included with investment management, covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. HWM tailors its services to each client's risk tolerance and financial situation.
Fee Structure
HWM Wealth Management offers investment management services for a fee based on the average daily balance of your portfolio. Financial planning is included at no additional cost for investment management clients. The annual advisory fee is:
- First $1,000,000: 0.50% to 1.20%
- Next $4,000,000: 0.50% to 0.90%
- Balance over $5,000,000: 0.50% to 0.65%
All fees are negotiable.