Hibernia Wealth Partners (HWP) offers investment management on both a discretionary and non-discretionary basis. HWP also provides financial planning and consulting services, covering areas like retirement, taxes, and estate planning. HWP may recommend third-party managers for client portfolios. Some advisors are also registered representatives of LPL Financial, potentially creating conflicts of interest.
Fee Structure
Hibernia Wealth Partners offers investment management services where fees are negotiable and can be either asset-based or fixed. Asset-based fees range from 0% to 3% annually, depending on factors like the complexity of services, the amount of assets managed, and the client relationship. Fees are deducted directly from your account by the custodian. Clients using third-party managers will pay fees as outlined in their agreement with the third-party manager.