Hughes Family Capital, LLC

Fee-Only (% of Portfolio)

Hughes Family Capital, LLC offers discretionary portfolio management services tailored to meet clients' individual needs and investment objectives. They provide advice on various investments, including equity securities, corporate debt, government securities, options, private placements, and real estate. Hughes Family Capital also offers sub-advisory services to other registered investment advisors. Investment strategies are based on each client's financial situation, risk tolerance, and time horizon.

Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Advisory fee is negotiable depending on individual client circumstances and financial objectives. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

Hughes Family Capital, LLC | TrueAdvisor