Assets Under Management
$404.9M
Number of Clients
886
Number of Advisors
6
Average Client AUM
$457K
AUM per Advisor
$67.5M
Compensation
Fee-Only (AUM)
HRC Wealth Management offers comprehensive asset management and investment consulting services to individuals, trusts, and estates. They focus on understanding client financial goals, risk tolerance, and time horizons to create suitable investment approaches using various securities. The firm acts as a fiduciary, prioritizing client interests.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
315 S. Almon, Moscow, ID, 83843