Hemington Wealth Management
Assets Under Management
$1.1B
Number of Clients
416
Number of Advisors
8
Average Client AUM
$2.5M
AUM per Advisor
$132.2M
Compensation
Fee-Only (AUM)
About This Firm
Hemington Wealth Management, LLC offers ongoing financial consulting and investment management services. They manage client funds based on individual needs and goals, primarily using mutual funds and ETFs. Financial planning services cover business, retirement, tax, estate, insurance, and college planning. They may recommend sub-advisers and provide full disclosures.
Fee Structure
Hemington's annual wealth management fee ranges from 0.25% to 1.25% of assets under management. Fees are calculated quarterly based on the average daily balance. The firm generally requires a minimum account size of $1,000,000 for investment management services, but this may be reduced at the firm's discretion. Advanced financial planning and consulting are charged at an hourly rate of $500. The final financial planning fee is subject to negotiation and depends on the complexity of the plan. A retainer may be required in advance.
Areas of Practice
Location
7651 Leesburg Pike, Falls Church, VA, 22043
