HCR Wealth Advisors offers investment management and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs and goals. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like taxes, investments, insurance, retirement, and estate planning. HCR also provides financial consulting services related to business transactions, real estate, and divorce.
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.