Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs. Financial Planning Services are also offered based on a non-negotiable hourly fee of $200 per hour. As a co-advisor with Matson Money, Inc., HWS charges an annual fee based on assets under management. HWS’s fee is based on a maximum annual fee of .25% to 1.2% of the assets. The fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.
10800 Midlothian Turnpike, Suite 154, Richmond, VA, 23235
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