Hfg Wealth Management, LLC

HFG Wealth Management, LLC is a Registered Investment Adviser established in November 2008, located in The Woodlands, Texas. The firm offers comprehensive wealth management services, tailored advisory services, and general consulting services. Clients' portfolios are managed on a discretionary basis, with a focus on individualized investment plans based on client goals, risk tolerance, and financial profile. The firm's investment strategies include long-term and short-term purchases, primarily utilizing Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), and institutional mutual funds. HFG also provides consulting services on an hourly basis and may recommend private placements to clients. HFG charges fees based on a percentage of assets under management, typically ranging from 0.5% to 2.0%, with a minimum annual fee of $15,000 and a minimum investment of $1,000,000. The firm operates as a fiduciary, acting in the best interests of clients, and does not use performance-based fees. Clients have the option to select their custodian, with Charles Schwab & Co., Inc. recommended. HFG reviews accounts quarterly, provides regular client reports, and maintains a Business Continuity Plan for potential disruptions. The firm does not participate in compensation for referrals and has not been subject to disciplinary matters. Clients are encouraged to contact HFG for additional information on their services and fee structure.