The H Group Washington (THG-WA) offers investment and financial planning services. THG-WA coordinates investment advice through Advisory Affiliates. They help clients prioritize their financial lives, integrating investments across various accounts. Client involvement is crucial. After an initial financial plan, clients can choose ongoing wealth management, including financial planning and portfolio management. Advice is tailored to client objectives, risk tolerance, and future needs. Investment recommendations primarily include exchange-traded funds, but may also include mutual funds, stocks, and bonds.
Assets Under Management$260M
Clients202
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.05% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
