Homage Wealth Group (HWG) provides financial planning, consulting, and investment management services. Financial planning includes retirement, estate, tax, business, insurance, property administration, family governance, wealth education, and charitable structuring. HWG manages investment portfolios, allocating assets among independent investment managers or directly in asset classes like mutual funds, ETFs, and individual securities. HWG tailors services to individual client needs and objectives.
Fee Structure
HWG offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.15% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, in advance, based on the value of your portfolio on the last day of the previous month. HWG may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.