Sign in Sign up for free

Hn Wealth Advisors (Belmont)


Hn Wealth Advisors is a large advisory firm based in Belmont. It manages $160.54 million of regulatory assets for 474 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Georgia, and Michigan.

Logo



Hn Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and family office services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hn Wealth Advisors: assets under management

The assets under management (AUM) of Hn Wealth Advisors is $160.54 million. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $132.38 million in discretionary accounts and $28.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $284.46 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hn Wealth Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Belmont

The principal office where Hn Wealth Advisors performs its advisory services is located at 6290 Jupiter Avenue, Belmont, MI 49306, which is also the mailing address of the firm. An additional office of the firm is in Northville, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-361-9308 or by fax 616-361-9370. The normal business hours are 8am - 5pm est on Monday - Friday. You can find more information about the New York firm at visioncapitalpartners.com.


Registered investment advisers similar to Hn Wealth Advisors