Hardworking Capital Advisors (HWC) offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and corporations. HWC provides ongoing investment management and tailored financial planning. They work with clients to understand their financial situation, investment objectives, and risk tolerance. HWC may use third-party investment programs and model portfolios. They also offer personalized Carefree Solutions Services and Strategic Wealth Planner Services.
Assets Under Management$190M
Clients280
Advisors2
Avg. per Client$690K
Avg. per Advisor$96M
www.linkedin.com/company/hardworking-capital ·www.hardworkingcapital.com ·www.facebook.com/hardworkingcapital
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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