Hidden Cove Wealth Management Fees & Minimum

Overview

Headquarters: Bainbridge Island, WA
Total Firm Assets: $404 million
Average High-Net-Worth Client Portfolio Size: $3.3 million

Fee Disclosure

Source: HCWM FIRM BROCHURE (2026-02-03) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.15%
$1,000,001	$3,000,000	0.95%
$3,000,001	$6,000,000	0.80%
$6,000,001	$10,000,000	0.65%
$10,000,001	and above	0.50%

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,500	1.15%
$5 million	$46,500	0.93%
$10 million	$80,500	0.80%
$50 million	$280,500	0.56%
$100 million	$530,500	0.53%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 65.32%
Number of High-Net-Worth Clients: 81
Total Client Accounts: 1,081
Discretionary Accounts: 1,053
Non-Discretionary Accounts: 28

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 318677

HCWM FIRM BROCHURE (2026-02-03) (fee schedule source) · View brochure text

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

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