HHWM receives no commissions on the actions we take on our clients' behalf.
From the beginning of the firm, HHWM has chosen to commit to transparency.
Our fee model is a direct reflection of this commitment to transparency. Our only compensation comes directly from our clients – which means that no other financial incentive is provided by any institution. This model, also called fee-only financial planning, minimizes conflicts of interest.
Our Fee Models
On-going Investment Management and Financial Planning
HHWM typically engages with clients in an on-going capacity where coordinated planning and investment management services are rendered in a continuing agreement.
Amount of Assets Under Management Annual Fees
$0 – $2,000,000 1.00%
$2,000,001 – $5,000,000 0.90%
$5,000,001 – $10,000,000 0.80%
Above $10,000,000 0.70%
For limited scope engagements HHWM offers hourly planning services at $200 per hour. These engagements typically require at least 10 hours as HHWM must fully understand the elements of your financial picture, your options, and must document both the recommendations and the rationale for those recommendations.
Recommended Investable Asset Amount
We have found that our on-going management services are most valuable and actionable for clients with $500,000 or more in investable assets. Individual circumstances may allow for flexibility surrounding this amount and will be evaluated on a relationship by relationship basis.