HBKS Wealth Advisors offers personalized investment management and financial planning services. They work with clients to understand their financial situation and create investment portfolios tailored to their goals. Financial planning covers retirement, investments, education, insurance, and estate planning. HBKS also provides services to high-net-worth individuals and employee benefit plans.
Assets Under Management$7.7B
Clients7,824
Advisors74
Avg. per Client$980K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
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Location
74 Advisors at this firm
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