Hestia Wealth & Wellness (HWW) provides financial planning, consulting, and investment management services tailored for individuals and families with special needs. HWW helps clients with special needs planning, retirement strategies, caregiver resources, and financial wellness. HWW uses an outsourced chief investment officer (OCIO) to manage client investments, performing due diligence on the OCIO while remaining responsible for investment decisions. Clients must sign an advisory agreement before receiving services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The firm uses an outsourced chief investment officer (OCIO) that charges an additional 0.35% per year. The combined fee to the OCIO and the firm will not exceed 2% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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