Hughes Financial Group offers financial planning and investment management services. They specialize in active asset management, primarily using no-load and exchange-traded funds. The firm provides advice on various financial matters, including cash flow management, tax planning, insurance review, retirement planning, and estate planning. The initial meeting is free to determine if their services are beneficial.
Assets Under Management$4.7M
Clients39
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 0.75% |
Investment management fees are negotiable. Clients also pay a one-time set-up fee ranging from $50 to $150 per hour, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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