HGA Wealth (Old)

Our premier service, HGA Wealth, integrates comprehensive financial planning with our unique investment advisory process. We understand that managing your wealth can be complex and time consuming. That’s why we’re here to do the heavy lifting for you, allowing you to focus on what matters most in your life.

Our team of experts take the burden off your shoulders by handling all aspects of your financial life with precision and care. From crafting a comprehensive financial plan to actively managing your investments and monitoring your progress towards specific financial goals, we’re committed to ensuring that your financial life is as smooth and stress-free as possible.

Wealth Management May Be Appropriate For:

1. Pre-Retirees
2. Business Owners
3. Executives
4. Professionals

Fees:

We utilize an assets under management (AUM) fee structure to determine our pricing for this service. This means our fees are based on the total value of the investment assets we manage on your behalf. Our minimum annual fee for this service is $6,250. All fees must be disclosed and agreed upon, in writing, prior to engaging with Hobbs Group Advisors, LLC.