Hodges Financial Group is a fee-only registered investment advisor offering investment management and financial planning services. Hodges Financial Group works with clients to develop personalized investment policies and financial plans based on their individual needs and goals. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Legacy clients may have a different fee schedule: $0 - $3,000,000: 1.00%; $3,000,001 - $5,000,000: 0.75%; $5,000,001 and Above: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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