Overview
- Headquarters
- San Rafael, CA
- Total Firm Assets
- $942 million
- Average High-Net-Worth Client Portfolio Size
- $4.7 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
#20 Lowest-Fee RIA in California for $2M Portfolios
#13 Lowest-Fee RIA in California for $10M Portfolios
Fee Disclosure
Source: HCM WEALTH'S FORM ADV PARTS 2A AND 2B MARCH 2026 (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.40% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | $55,000 | 0.55% |
| $50 million | $215,000 | 0.43% |
| $100 million | $415,000 | 0.42% |
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
- 78.53%
- Number of High-Net-Worth Clients
- 156
- Total Client Accounts
- 779
- Discretionary Accounts
- 751
- Non-Discretionary Accounts
- 28
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 106158
- HCM WEALTH'S FORM ADV PARTS 2A AND 2B MARCH 2026 (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗