Fees

Value-Based Fee Model

At HWM, you’ll never pay commissions, you’ll never have to worry that we are taking kickbacks for selling you a financial product you don’t need, and we’ll be 100% transparent in what we’re doing and how it impacts your money. 

We go to great lengths to minimize costs for our clients by keeping portfolio trading costs low, avoiding mutual funds with sales charges (12b-1 or any kind of front-end or back-end loads), and by offering rare tax-managed mutual funds for after-tax brokerage accounts.

Value-Based Fee Model

At HWM, you’ll never pay commissions, you’ll never have to worry that we are taking kickbacks for selling you a financial product you don’t need, and we’ll be 100% transparent in what we’re doing and how it impacts your money. 

We go to great lengths to minimize costs for our clients by keeping portfolio trading costs low, avoiding mutual funds with sales charges (12b-1 or any kind of front-end or back-end loads), and by offering rare tax-managed mutual funds for after-tax brokerage accounts.

How do we make our living?

Simple. By charging a percentage of the assets that we manage on your behalf. 

That way, our fates are tied and you can rest assured that our incentives are aligned with yours.  In some cases, we simply charge a flat annual fee for the work that we do. 

All of your investment returns will be reported to you transparently, so you’ll know exactly what you’re paying.

Our fees are tiered—the more we manage for you, the less we charge on the whole account. Sometimes we charge more for smaller accounts or for especially complex situations that require additional administrative or advisor time and resources. But there are never any surprises or hidden fees. We’ll be able to tell you exactly what your fees will be once we meet with you and see your entire financial picture.

Our comprehensive financial planning and wealth management services tend to best support clients with $1,000,000 or more in investable assets. At our sole discretion, we may reduce and/or waive our minimum asset requirement.

We offer additional programs such as Ignite Investing® if you are in hyper accumulation mode or Wealth Multiplier℠ Course if you are looking for ways to build massive wealth. 

We’re proud of our transparent and fair fee model, and we’ve had many happy clients tell us that our advice, the trust they put in us, and their ongoing results make everything well worthwhile.

Your money is your future—you want the person handling it to have your best interests in mind.