HCR Wealth Advisors Review


Trust Score 83%
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HCR Wealth Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 13 state(s) with a licensed staff of 9 advisors. HCR Wealth Advisors manages $1 billion and provides investment advisory services for 788 clients (1:88 advisor/client ratio).

Investment advisory fees generally range between 0.25% and 2.00% based on assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 88 clients (industry average 1:50)
  • Firm has been federally registered for only 19 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Investment advisory fees generally range between 0.25% and 2.00% based on assets under management.
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $1,331,861
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:88
Headquarters Los Angeles, CA
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