Financial Planning –

Hourly Fees

Hutchison Whitehead constructs coordinated financial plans for a project based fee. An engagement letter is signed by the client which details the services to be provided and the fees for those services. The engagement letter ensures that both client and advisor are on the same page before any work commences.

Portfolio Management –

HW is compensated by a percentage of assets under management

Account Balance

Annual Fee

up to $500,000


and balances above $500,000 to $2,000,000


and balances above $2,000,000 to $5,000,000


and balances over $5,000,000


HW utilizes a tiered fee schedule reducing the percentage paid on larger accounts.  Fees are billed quarterly, in advance, and are completely disclosed.  Each client receives an invoice detailing the fee due and a description of the fee calculation.  As a fee-only advisor, we are compensated solely through client fees.

Family household accounts may be combined to become eligible for a discount.  Fees are normally deducted directly from your brokerage account with your permission.

Check out our resources