Hco Private Wealth

Harrison & Company Wealth Management, LLC, operating as "HCO Private Wealth," was established in 2009 and is an independent full-service wealth management firm based in Roanoke, Virginia. The firm offers services such as portfolio management, tax strategies, financial planning, asset protection planning, trust & estate planning, and consulting on retirement plans. Clients have the option to choose from index and proprietary quantitative investment strategies, with the ability to impose restrictions on securities transactions. The firm acts as a fiduciary for retirement accounts, ensuring that client interests are prioritized. As of December 31, 2021, the firm managed $160,720,756 in assets on a discretionary basis. HCO Private Wealth charges fees based on a percentage of assets under management, with a tiered fee schedule starting at 1.25% for the first one million dollars managed. The minimum annual fee is $5,000, and fees are deducted quarterly from client accounts. The firm does not accept commissions and provides transparent fee disclosure. Clients are encouraged to invest in individual securities or ETFs, with occasional use of mutual funds based on client needs. The firm does not offer performance-based fees and primarily works with individual clients, trust accounts, and retirement plans with a minimum investable asset requirement of $500,000 or a minimum fee of $5,000 per year.