HBW charges an annual asset management fee, not exceeding 2.00%, based on a percentage of assets under management. The actual fee depends on factors like assets, investment complexity, and client objectives. Financial planning fees are either fixed (up to $2,500) or hourly (up to $300/hour), negotiable based on complexity. They also offer combined financial planning and asset management services at a fixed rate of up to $10,000. Online portfolio management fees will not exceed 1.50%.
Eagle, ID
Get directionsBarnett is the CEO of HBW Partners, a financial services firm, dedicating full-time hours to day-to-day operations. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, and spends minimal time on real estate referrals and writing books about investing.