Hawk100, based in Dublin, Ohio, offers wealth advisory services to individuals and families. They help clients align their wealth with their life goals through wealth planning and investment advice. Hawk100 offers two service levels: HawkHunt and HawkNest, catering to different levels of wealth and complexity of needs. They create a Wealth Alignment Plan to guide their advice and services.
Assets Under Management$12M
Clients22
Advisors1
Avg. per Client$550K
Avg. per Advisor$12M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
This fee is for HawkHunt fully discretionary investment advice. HawkNest fully discretionary investment advice is 1.0% of portfolio. Hawk100 reserves the right to negotiate a fee schedule with each Member, which may differ from the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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