Hrc Wealth Management, LLC
Assets Under Management
$404.9M
Number of Clients
886
Number of Advisors
6
Average Client AUM
$457K
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)
About This Firm
HRC Wealth Management provides asset management and investment consulting services to individuals, high-net-worth individuals, trusts, and estates. They focus on helping clients meet their financial goals while considering risk tolerance and time horizons. As a fiduciary, they prioritize the client's best interest through open communication and education.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
The firm charges an annual fee based on assets under management, as detailed in the fee table. Fees are billed quarterly in advance and are negotiable. Clients also incur transaction charges from their chosen custodian. The advisory agreement can be terminated in writing at any time, with a pro-rata refund of unearned fees.
Areas of Practice
Location
315 S. Almon, Moscow, ID, 83843