Huffman & Ross Wealth Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Huffman & Ross Wealth Management (HRWM) provides ongoing portfolio management based on your goals, timeline, and risk tolerance. They create a plan to select investments that fit your situation. HRWM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. HRWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.

Assets Under Management$210M
Clients412
Advisors2
Avg. per Client$510K
Avg. per Advisor$100M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Huffman & Ross Wealth Management LLC | TrueAdvisor