Huffman & Ross Wealth Management (HRWM) provides ongoing portfolio management based on your goals, timeline, and risk tolerance. They create a plan to select investments that fit your situation. HRWM also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. HRWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.