HFG charges an initial fee to cover administrative and planning work for new clients. Ongoing Comprehensive Wealth Management fees vary between 0.5% and 2.0% depending on the market value of assets under management, complexity of the client’s financial situation, and level of management services. The firm generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable. General consulting is provided on an hourly basis at $400/hour with a minimum two-hour charge.
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
Get directionsLarry is a managing member of HFG Wealth Management, LLC, a board member and minority stakeholder of Bellatore Financial, Inc., and a principal owner of Bella Fund Holdings, Inc. He also serves on the advisory board of Bellatore, LLC and is a member of Sable Ventures, LLC and Sable Assets, LLC, spending minimal time on these activities. Larry is also an insurance agent.