Hbw Advisory Services LLC
Assets Under Management
$1.5B
Number of Clients
12,626
Number of Advisors
65
Average Client AUM
$117K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HBW Advisory Services LLC offers discretionary and non-discretionary asset management services, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. They may use sub-advisers and recommend third-party money managers or co-advisors. They also offer an online portfolio management platform through Betterment LLC.
Fee Structure
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%.
Areas of Practice
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065