Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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%.
Areas of Practice
Advisor Information
Office location
849 Second Street, Sant Rosa, CA, 95404
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an insurance agent selling various insurance products, including life, health, disability, annuities, and long-term care, since 2017. He also works with HBW Partners and owns Lopes Financial Services, dedicating full-time hours to the latter and minimal time to the former.