HTG Investment Advisors offers investment advice and management, along with financial planning services, to help individuals and families reach their financial goals. HTG acts as a fiduciary, prioritizing client interests and limiting conflicts of interest by only receiving fees from clients. They work with independent custodians like Schwab and Fidelity to hold client assets.
Assets Under Management$1.1B
Clients377
Advisors12
Avg. per Client$3M
Avg. per Advisor$93M
www.htgadvisors.com ·www.linkedin.com/company/htg-investment-advisor... ·www.facebook.com/htgadvisors
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
In addition to a percentage of assets, there is a fixed fee of $3,000 per year. Fees negotiable for accounts larger than $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
