Honor Wealth Management offers investment management services to clients. They determine investment strategies based on individual client goals, time horizons, and risk tolerance. Honor Wealth Management also works with Gradient Investments, LLC as a co-advisor, helping clients select appropriate investment models. Clients can place restrictions on investments. Daniel Ure is the owner of Honor Wealth Management.
Assets Under Management$38M
Clients261
Advisors1
Avg. per Client$140K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for direct asset management services. Honor Wealth Management also utilizes Gradient Investments, LLC as a co-advisor with different fee structures. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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