Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10M. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Fee Estimator
The firm charges an annual advisory fee for asset management, up to a maximum of 2% of assets under management. This fee includes payments to sub-advisers or third-party investment advisers. Fees are typically billed monthly in arrears based on the account's average daily balance. Financial planning and estate design services are typically charged a flat fee. Estate design fees range from $2,500 to $7,500 based on estate value. Hourly consulting is available at $350/hour. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Areas of Practice
Advisor Information
Office location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsRegulatory History (3)
Customer Dispute
April 2006Customer Dispute
December 2003Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Hilgardt is the owner/president of The LifeWealth Group, developing financial plans and selling securities, variable products, and fixed insurance products. He also has ownership in LifeWealth Transition Partners, LLC, assists clients in business sales, is a real estate sales associate, and is involved in personal real estate investments.