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
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Learn about disclosures →Benjamin assists in the creation of trusts for clients through Encorestate Plans.