White Hawk Wealth Management offers comprehensive wealth management services, which combine personalized investment management and financial planning. The firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, using strategies such as fundamental and technical analysis, modern portfolio theory, and various asset classes including stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to managing investments, White Hawk Wealth Management evaluates clients' overall financial situations to provide guidance on cash flow, retirement strategies, tax management, and estate preservation. The firm operates as a registered investment advisor and acts in a fiduciary capacity, legally obligated to put clients' best interests first. There is no minimum account size required to work with the firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.07% |
| $5.0M - $10.0M | 0.77% |
| $10M+ | 0.47% |
Fees are blended across tiers. The firm may charge a lesser fee at its discretion based on factors such as historical relationships, asset types, and account size.