HFG Advisors offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. HFG creates investment strategies based on client goals and objectives, and clients can impose restrictions on investments. HFG also provides financial planning services such as tax planning, tax preparation, legacy planning, educational planning, and financial budgeting for a fee.
Assets Under Management$220M
Clients133
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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