Capture your risk tolerance and see if your portfolio fits you.
Determine how your current savings and what you contribute going forward will affect your retirement.
At HBWM, we charge one, all-inclusive annual fee for our ongoing investment management and financial planning services. This fee is based upon a percentage of your assets under management as outlined in our fee schedule. We do not assess separate fees for financial consulting services; this is all included. This structure places advisor and client on the same side of the table.
|
Assets Under Management |
Annual Fee |
|
$750,001 - $2,000,000 |
1.00% |
|
$2,000,001 - $3,000,000 |
0.90% |
|
$3,000,001 - $4,000,000 |
0.80% |
|
$4,00,001 - $5,000,000 |
0.70% |
|
Above $5,000,000 |
0.60% |
*Our fee schedule is not tiered, so whatever asset band your overall household account relationship falls into is what you pay.
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Address
1001 Winstead Drive, Suite 275, Cary, NC 27513
Phone
919-228-6300
Fax
919-228-6301
E-mail
dhall@hallburns.com
© 2021 Hall & Burns Wealth Management, LLC. All rights reserved.
