Hodos Wealth Group, LLC
Assets Under Management
$25.6M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$1.0M
AUM per Advisor
$25.6M
Compensation
Fee-Only (AUM)
About This Firm
Hodos Wealth Group, LLC provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They create Investment Policy Statements and construct plans to aid in portfolio selection. HWG primarily recommends ETFs but may use other securities to diversify portfolios.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
You'll pay an annual fee based on the amount of assets managed in your account. For example, the fee is 2.00% on the first $25,000, and it decreases as your portfolio grows. These fees are negotiable, and you can terminate the agreement within five business days for a full refund. Fees are paid quarterly in advance.
Areas of Practice
Location
1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX, 77380