HFG Capital is a financial advisory firm offering ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. HFG creates an Investment Policy Statement for each client, outlining their current financial situation. HFG generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs. HFG only offers non-discretionary management services, securing client permission before executing any trades.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the other services that HFG may provide to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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