Hawkins Investment Counsel (HIC) offers investment management and financial planning services. For investment management, HIC researches global capital markets and manages custom securities portfolios tailored to each client’s needs. HIC believes capital markets are fairly efficient and focuses on investment research, portfolio diversification, and discipline. Financial planning services address estate, tax, college, insurance, and investment planning. HIC does not act as an expert on taxes, tax planning, insurance, or estate planning and recommends clients seek advice from qualified professionals.
Assets Under Management$150M
Clients82
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
The investment management fee is negotiable at HIC's sole discretion and is based on several factors.
Fee Estimator
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Estimated Annual Fee
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