HoganTaylor Wealth offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and charitable organizations. Services include wealth management, investment management using mutual funds and ETFs, financial planning, and retirement plan advisory services. Financial planning covers investment, retirement, personal savings, and education savings. HoganTaylor Wealth may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$500M
Clients361
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees may be negotiable for accounts over $25,000,000. The total blended fee, including HoganTaylor Wealth’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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