Hbks Wealth Advisors
Assets Under Management
$6.5B
Number of Clients
7,468
Number of Advisors
72
Average Client AUM
$871K
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HBKS Wealth Advisors offers personalized investment management and financial planning services. They work with clients to understand their financial circumstances and create investment portfolios to fit their financial goals. Financial planning is offered as incidental to investment management or as a stand-alone service. They may recommend unaffiliated private investment funds.
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Location
Zuck Road Office Park, 5121 Zuck Road, Erie, PA, 16506