Hawke Financial Group

Hawke Financial Group, LLC, established in 2002 in Idaho, offers portfolio management, pension consulting, and financial planning services. The firm tailors portfolios to individual client needs, with options for discretionary or non-discretionary investment. Clients can impose restrictions on investments and engage in non-discretionary investment with prior consent for each transaction. The firm charges negotiable fees, up to 1.5% annually, based on assets under management. Clients may terminate services within five days without penalty. The firm's investment strategies include technical, cyclical, and fundamental analysis, with a focus on market, management, and credit risks. HFG does not participate in wrap fee programs and does not accept performance-based fees. The firm acts as a fiduciary for retirement accounts, ensuring advice aligns with clients' best interests. HFG discloses potential conflicts of interest, such as recommending securities through affiliated entities. The firm does not vote on client proxies and does not have custody of client assets, except for fee deduction. HFG does not have financial conditions impairing its commitments and has not been subject to a bankruptcy petition. The firm does not solicit fees in advance exceeding $1,200 per client. Clients receive account statements directly from the custodian and are encouraged to review financial planning issues annually. HFG does not vote on client proxies and does not have financial conditions impairing its commitments.