Homrich Berg
Assets Under Management
$18.6B
Number of Clients
4,237
Number of Advisors
138
Average Client AUM
$4.4M
AUM per Advisor
$134.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HB Wealth Management provides wealth management services, including investment management and financial planning, to individuals, families, trusts, retirement plans, corporate entities, foundations, and family offices. They consider client goals, risk tolerance, and capital markets outlook when directing assets. They also offer financial planning services covering cash flow, retirement, estate, insurance, and tax planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.63% |
| $30M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
HB Wealth Management's fees for wealth management services, including investment management and financial planning, are based on the scope, complexity, frequency of services, and the value of investment capital under management. The firm generally imposes a minimum annual fee of $12,500, but this may be negotiable. The standard fee schedule for Financial Planning and Investment Management Services is 1.25% on the first $1,000,000, 1.00% on the next $4,000,000, 0.75% on the next $5,000,000, 0.625% on the next $20,000,000, and 0.50% over $30,000,000. The standard fee schedule for Investment Management Services is 1.25% on the first $1,000,000, 1.00% on the next $1,000,000, 0.75% on the next $3,000,000, 0.625% on the next $5,000,000, and 0.50% over $10,000,000. Fees are negotiable, and legacy clients may pay different rates.
Areas of Practice
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
