Overview

Headquarters
San Francisco, CA
Total Firm Assets
$167 million
Average High-Net-Worth Client Portfolio Size
$3.1 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: HANKE & APOLONIO WEALTH ADVISORS LLC - FORM ADV PART 2A & 2B (2026-03-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,000,000 1.15%
$2,000,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.80%
$5,000,001 $10,000,000 0.70%
$10,000,001 $20,000,000 0.50%
$20,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $50,000 1.00%
$10 million $85,000 0.85%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
87.92%
Number of High-Net-Worth Clients
47
Total Client Accounts
313
Discretionary Accounts
297
Non-Discretionary Accounts
16

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number
285315
  • HANKE & APOLONIO WEALTH ADVISORS LLC - FORM ADV PART 2A & 2B (2026-03-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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