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%.
2655 1st Street, Suite 250, Simi Valley, CA, 93065
Get directionsCaleb sells life, disability, and long-term care insurance as an insurance agent with various companies. He also operates under the DBA Winfield Wealth Advisors LLC as a financial planner, dedicating about a quarter of his time to this.