Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $358 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: HWM WRAP FEE BROCHURE (2026-02-19)
· View brochure text
Latest filing: HWM ADV 2A (2026-02-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.90% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $51,750 | 1.04% |
| $10 million | $89,250 | 0.89% |
| $50 million | $389,250 | 0.78% |
| $100 million | $764,250 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 83.70%
- Number of High-Net-Worth Clients
- 111
- Total Client Accounts
- 803
- Discretionary Accounts
- 798
- Non-Discretionary Accounts
- 5
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 122394
- HWM ADV 2A (2026-02-19) · View brochure text
- HWM WRAP FEE BROCHURE (2026-02-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗