Hyphen Wealth Management provides investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. HWM creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. HWM may also recommend third-party investment advisors. HWM offers pension consulting services to employee benefit plans. Financial planning covers investment planning, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$120M
Clients50
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.45% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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