Investments

Sound Investment Planning

The true value of a financial advisor often equates to being your “behavioral investment counselor.” Rather than trying to control the uncontrollable, we spend our time on the things that are within our control, such as: asset allocation, diversification, customer service, tax efficiency, discipline, and costs. We believe this approach will give our clients the best chance of enjoying a successful investment experience.

Fee Schedule

Investment Management Services

Develop Investment Goals & Objectives
Prepare Your Risk Tolerance Assessment
Perform Investment Analysis
Determine Investment Selection
Implement Customized Portfolio Solution
Continuously Monitor

$0-$500,000…………………..........1.25%

$500,000-$1,000,000…….……1.15%

$1,000,000-$3,000,000……....1.00%

$3,000,000+…………………….........negotiable

Investment Advisory Services offered exclusively through HTK. For complete information on services offered and associated costs, please refer to the applicable Form Adv or Form CRS, available from your financial professional.