Honor Wealth Management is a registered investment advisor founded in 2023 and based in Tomball, Texas. The firm provides discretionary investment management services, helping clients determine their goals, time horizons, and risk tolerance to build customized portfolios. Honor Wealth Management partners with third-party portfolio managers, such as Gradient Investments, to offer various investment strategies ranging from custom indexing and tactical allocations to preservation portfolios. Daniel Ure serves as the sole owner and principal executive officer. In addition to investment management, the firm's team maintains affiliations that allow them to offer securities brokerage and insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Cash is included as an asset class in fee calculations. Co-advisor programs through Gradient Investments are also available with total annual fees ranging from 1.00% to 1.65%.