Discover what truly transparent, client-centered wealth management looks like—and how a fiduciary partnership can transform your financial future.
At BluHawk Wealth Management, we believe your financial partner should be held to the highest standard—yours.
Transparent, competitive pricing with no hidden costs. We believe you deserve to know exactly what you’re paying for.
(Non-legacy clients)
| Asset Range | BHWM Fee | 1st Year Planning Fee |
|---|---|---|
| $0 - $249,999 | 1.75% | $3,500 - $5,000 |
| $250,000 - $499,999 | 1.60% | $3,500 - $5,000 |
| $500,000 - $749,999 | 1.50% | $3,500 - $5,000 |
| $750,000 - $999,999 | 1.35% | $3,500 - $5,000 |
| $1,000,000 - $1,249,999 | 1.25% | Waived |
| $1,250,000 - $1,999,999 | 1.15% | Waived |
| $2,000,000 - $2,999,999 | 0.95% | Waived |
| $3,000,000 - $4,999,999 | 0.85% | Waived |
| $5,000,000 - $9,999,999 | 0.75% | Waived |
| $10,000,000 - $19,999,999 | 0.60% | Waived |
| $20,000,000+ | 0.40% | Waived |
Internal investment expenses paid to ETF and mutual fund managers range from 0.03% – 0.35% per year. Across our active/passive managed portfolios, these average 0% – 0.12% for equity investment sleeves, and 0.16% – 0.24% for our passive/active fixed income investment sleeves. Our portfolio turnover has been historically low, and LPL Financial charges nominal transaction or ticket charges ranging from $0 – $26 per investment (stock, bond, mutual fund, or ETF) transaction. There are currently no investment management platform fees at BluHawk Wealth Management, LLC.
Are you getting full-service investment management and financial planning—or just paying for it? Our complimentary fee comparison analysis helps you understand exactly what you’re paying versus the value you’re receiving.
As fiduciaries, we are legally obligated to act in your best interest. Let us show you what that looks like in practice.
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See what our clients have to say about their experience with BluHawk Wealth Management.
We invite you to engage with us—it’s easy to get started.
Here’s how our 4-step process works:
This is where we begin—a conversation to see if we're the right fit for each other. We'll get to know you and learn about the basics of your financial situation in a relaxed, no-pressure setting. Before we meet, we'll ask you to complete our Preliminary Financial Planning Profile so we can make the most of our time together. If it feels like a good match for both of us, we'll talk about next steps.
Once we've both decided to move forward, we dive deeper into understanding your complete financial picture. During this phase, we'll gather detailed information about your current finances, your goals, and any concerns on your mind. We make this easy by working together via email and phone to securely collect everything we need. We'll also have you complete a Risk Profile to help us understand your comfort level, so our investment recommendations truly fit who you are.
This is where things get exciting. Typically 2-3 weeks after completing Step 2, we sit down together to explore strategies tailored specifically to you—what makes sense, when to take action, and how it all aligns with your values, comfort level, and financial goals. No paperwork needed; just good conversation. Here's what we'll cover together:
This is where your plan comes to life—and where our ongoing partnership really shines. These meetings give us dedicated time to review the progress we've made together and talk through any changes in your life or financial picture. Because life doesn't stand still, we typically meet 1-3 times each year to make sure your strategy stays aligned with where you are and where you're headed.
Testimonial Disclosure: These statements are testimonials by clients of the financial professional as of the dates shown for each. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Securities offered through LPL Financial, member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. BluHawk Wealth Management, LLC, and IFG Advisory, LLC are separate entities from LPL Financial.
Important Risk Disclosure: Past performance offers no guarantee of future investment performance. Investing involves risk of capital loss, and no matter the strategy, stock investing offers the potential for meaningful and permanent loss of capital.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
