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
30495 Canwood Street Suite 217, Agoura, CA, 91301
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
Heidi is an investment advisory representative at HBW Advisory Services LLC, dedicating about a quarter of her time. She also sells fixed insurance products, including life, disability, annuities, and long-term care, and is a registered representative with HBW Partners. Finally, Heidi is the president of the board at a private Jewish day school, spending minimal time on this role.