Hcr Wealth Advisors
Assets Under Management
$1.7B
Number of Clients
943
Number of Advisors
10
Average Client AUM
$1.8M
AUM per Advisor
$167.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HCR Wealth Advisors provides continuous investment advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They offer financial planning and consulting services, including retirement rollovers, and manage assets on a discretionary basis. They also provide financial consulting services regarding business sales, real estate, and divorce.
Fee Structure
Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.
Areas of Practice
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024