Are you getting full service, or just paying for it?
Most investors have never seen a clear, side-by-side comparison of their current advisory fees against what a fiduciary relationship-driven firm actually charges. We’d like to change that — confidentially and with no obligation.
How It Works:
Request an Analysis
Fill out the simple form on this page to request a free Fiduciary Fee Comparison Analysis. Everything stays confidential and secure.
Introductory Call
We'll follow up and schedule a brief call to introduce ourselves and give instructions on how to upload some basic financial documents.
Personalized Analysis
You'll receive a clear comparison of your current fees and services alongside our proposed structure — tailored to your specific needs.
Fees without context are just numbers.
A fee schedule on a website can’t tell you whether you’re overpaying. Only a thorough review of what you currently have — and what you could have — gives you the full picture. That’s what we provide.
Important Notes
- All AUM fees are charged on a flat fee basis based on the full advisory dollar value under management (not a tiered/graduated structure).
- Annual management fees are calculated as a percentage of advisory assets under management (AUM) and billed at ¼ rate at the beginning of each quarter.
- First-year planning fees cover comprehensive financial planning services, including estate planning coordination and tax planning where applicable.
- Planning fees are waived for accounts with $1M or more in advisory assets under management.
- Fee schedules may be negotiable based on account complexity, legacy/family relationships, and total household assets.
- All fees are subject to change with 30 days written notice to clients.
Internal Investment Expenses & Transaction Costs
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.
Confidential & Secure
Your statements and personal details are handled with the same care and compliance standards we apply to existing clients.
No Obligation
This is about giving you information to make a better decision — whether that's with us or not. No pressure, no hard sell.
Human Conversation First
Before we share any numbers, we want to understand what matters to you. That starts with a real conversation, not a PDF.
Apples-to-Apples Comparison
We analyze your current holdings, fee layers, and services so you can compare what you're paying now vs. what we'd propose.
Request Your Free Fiduciary Fee Comparison Analysis
Get Started Today
By submitting this form, you are requesting a complimentary fee comparison and introductory consultation from BluHawk Wealth Management. I consent to being contacted by phone, email, or video call at the information provided above.
Don't Just Take Our Word For It
See what our clients have to say about their experience with BluHawk Wealth Management.
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.
Next, 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:
- Answer any financial questions.
- Talk through your top priorities and life-stage considerations
- Walk through financial projections using your data.
- Provide investment recommendations
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.