Huff Wealth Management provides investment advice and wealth planning services. They focus on risk management and use various investments to meet client objectives. They offer advice on retirement projections, savings, and portfolio customization based on client goals and financial situations. Huff Wealth Management does not provide custodial services.
Assets Under Management$42M
Clients43
Advisors2
Avg. per Client$970K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.5M | 0.50% |
| $5.5M - $10.5M | 0.35% |
| $10.5M+ | 0.35% |
Fees over $10 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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