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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.63% |
| $30M+ | 0.50% |
Fees are negotiable. Legacy clients pay legacy fee rates that differ from HB’s fee rates.
Fee Estimator
HB Wealth Management's fees for wealth management services, including investment management and financial planning, are based on the scope, complexity, frequency of services, and the value of investment capital under management. The firm generally imposes a minimum annual fee of $12,500 but may negotiate a lower fee. The standard fee schedule for financial planning and investment management services is tiered based on portfolio value. Legacy clients may pay different rates. Fees are exclusive of brokerage commissions and other costs.
Areas of Practice
Advisor Information
Office location
7650 Courtney Campbell Causeway, Suite 275, Tampa, FL, 33607
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 Activities
Barry is a board member of Swilled Dog Holdings, LLC, a family-owned craft beverage business. He dedicates minimal time to this non-investment related activity.