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Service Levels and Costs

Service Levels and Costs

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Providing Three Levels of Service to Align With Your Needs

Below we describe our two main levels of client service and the approximate levels of wealth associated with each service level. We also provide a third level of service called Family Guide for clients with $1 million – $2 million in investable assets that is focused on core financial planning and investment management services most relevant to those clients. Our fees typically start at 1.25% of assets under management, dropping to 1% for assets under management above $1 million, and continue to decrease as your wealth increases. Our minimum annual fee is typically $12,500. HB Family Office clients may work with HB on a flat fee basis (or a combination of a flat fee and lower % of assets under management) linked specifically to the desired level of complex services needed by the family. The charts show potential available services at each level but not all services may be appropriate for each family situation.

Family CFO

Portfolio of $2,000,000 - $25,000,000

Portfolio of $2,000,000 - $25,000,000

Comprehensive financial planning strategy with periodically updated wealth forecast
Investment portfolio design, tax-efficient management and online 24/7 access to performance reporting
External account aggregation
Estate planning review
Insurance needs planning
Income tax planning
Charitable planning strategies
Targeted plans for life events (retirement, education, etc.)
Access to Private Alternative Investments
Leader of family team of advisors

HB Family Office

Portfolio over $25,000,000

Portfolio over $25,000,000

All Family CFO Services
Consolidated online reporting for all private and public investments regardless of the manager
Assistance with estate planning, including wills, trusts, family foundations, family limited partnerships and other complex entities
Access to direct private alternative investments via HB as well as due diligence for private investments offered to family
Bill paying, budgeting, expense management, and reporting (for additional fee if desired by family)
Family education seminars
Investment, tax, and legal advisor coordination

Tailored Services For High-Net-Worth Clients

Want to Learn More About Our Services?

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations

Meet The Team Expand

  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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