| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
For wealth management, HFO charges a maximum annual fee of 2.00% on all assets under management. If a portion of the client's assets are managed by Sub-Advisors, Sub-Advisors will charge a management fee, generally ranging from 0.25% to 0.50%, in addition to and separate from HFO’s advisory fees. For Family Office Services, HFO charges a fixed or ongoing fee, not to exceed $250,000, depending on the complexity of the engagement.
9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260
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