Providing Two Levels Of Service To Align With Your Needs
The chart below describes our two levels of service and the approximate levels of wealth associated with each service level. Our fees typically start at 1.25% of assets under management and decrease as your wealth increases. Family office clients may work with HB on a flat fee basis 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.