"Fee-Only" Based Services

HFM is a fee-only adviser, not a broker, and is not compensated at all with commissions or "trailers" from trading or transactions in client accounts. As such, we have no incentive to push any particular investment product, or engage an account in trading simply to create commission revenue. We hold ourselves to a fiduciary standard of putting the client's interests first. 

We charge a % quarterly fee on your total assets under management. It's our job to find you the best investments for your particular situation. Should it be appropriate to use an outside managed fund, we select the institutional class shares with lower management fees than retail class shares. We do not accept 12b-1 fees.