Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HFG charges an initial fee to cover administrative and planning work for new clients. Ongoing Comprehensive Wealth Management fees vary between 0.5% and 2.0% depending on the market value of assets under management, complexity of the client’s financial situation, and level of management services. The firm generally requires a minimum of $1,000,000 in investable assets per relationship with a minimum annual fee of $15,000. Advisory fees are negotiable. General consulting is provided on an hourly basis at $400/hour with a minimum two-hour charge.
Areas of Practice
Advisor Information
Office location
1790 Hughes Landing Blvd, Suite 575, The Woodlands, TX, 77380
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
Scott is a board member for two entities and spends minimal time on each. He is also a licensed insurance agent for life, accident, health, and HMO products since 2006.