Overview

Headquarters
Shreveport, LA
Total Firm Assets
$567 million
Average High-Net-Worth Client Portfolio Size
$6.5 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: HMV WEALTH ADVISORS, LLC PART 2 (2026-09-09) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.70%
$2,000,001 $3,000,000 0.50%
$3,000,001 $5,000,000 0.40%
$5,000,001 and above 0.35%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $30,000 0.60%
$10 million $47,500 0.48%
$50 million $187,500 0.38%
$100 million $362,500 0.36%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
76.93%
Number of High-Net-Worth Clients
67
Total Client Accounts
138
Discretionary Accounts
138

Services Offered

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

Regulatory Filings

SEC CRD Number
297747
  • HMV WEALTH ADVISORS, LLC PART 2 (2026-09-09) (fee schedule source) · View brochure text

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

Frequently Asked Questions