Hawkes Wealth Management, Inc

Wealth Management Firm in Broome County, NY

Firm Info
Address: 721 Chenango St, Binghamton, NY 13901, USA
Phone: (607) 773-8055

Firm Size
Assets Under Management: $29.1 million
# of Advisors: 1
# of Clients: 209
Client to Advisor Ratio: 209:1
Average Account Size: $139,149
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Hawkes Wealth Management Inc. Overview

HAWKES WEALTH MANAGEMENT INC. is a fee-only registered investment advisory firm that has been providing investment advice to its clients since 2021. The firm is headquartered in Binghamton, NY, and specializes in offering financial planning and portfolio management services to individuals and small businesses. Unlike other financial advisory firms, HAWKES WEALTH MANAGEMENT INC. solely provides investment advice to its clients. This means that the firm's fees are transparent and solely based on the value of assets under management. As a result, clients can trust that HAWKES WEALTH MANAGEMENT INC. is working in their best interests without any conflicts of interest. Services offered by HAWKES WEALTH MANAGEMENT INC. include financial planning, which involves the creation of a customized financial plan tailored to the client's unique circumstances. Portfolio management is also offered to clients, who benefit from the firm's years of experience managing portfolios that align with their investment objectives. Finally, HAWKES WEALTH MANAGEMENT INC. also helps clients select other advisors who can complement the firm's advisory services for needs such as estate planning or tax advice. Overall, HAWKES WEALTH MANAGEMENT INC. is a reliable and reputable investment advisory firm that puts its clients' interests first. By providing fee-only investment advice, the firm truly has their clients' best interests at heart.

rate flat fee for specific services provided HAWKES WEALTH MANAGEMENT INC. serves a varied client base, ranging from individuals to high net worth individuals. The firm's team of financial advisors strives to provide tailored solutions that meet the unique needs of each client. Depending on the services provided, clients have access to different fee structures. One option is a percentage of assets under management (AUM), where the firm charges a percentage of the client's total assets being managed. Another option is an hourly rate, where clients are charged based on the amount of time spent on their financial planning. A flat fee for specific services provided is also available. The firm believes in delivering transparent pricing to its clients, ensuring that they fully understand the value they are receiving for the fees charged.

Typical Clients, Fee Structures & Investment Minimum

HAWKES WEALTH MANAGEMENT INC. has a minimum relationship size of $100,000 to effectively implement its investment process, as stated in their Part 2 Brochure note about investment minimums. However, the Advisor may reduce this amount at its sole discretion.

How This Office Can Help Broome County, NY Residents

Hawkes Wealth Management, Inc is a financial planning firm that assists clients in Broome County, NY with managing their wealth and achieving their financial goals. They provide a range of services including retirement planning, investment management, estate planning, tax planning, and insurance planning. They work with clients to analyze their current financial situation, identify their long-term financial goals, and create a personalized plan to help them achieve those goals. Someone living in Broome County, NY may face a variety of financial situations. For example, they may be nearing retirement and need help creating a retirement plan that will provide them with the income they need to live comfortably in their golden years. They may be a business owner who needs assistance with tax planning and wealth management strategies to grow their business and maximize profits. They may also be a young family who needs help with creating a budget, saving for their children's education, and planning for the future. Whatever their financial situation, Hawkes Wealth Management, Inc can help them navigate the complex financial landscape and achieve financial security.

To view the Minimum Investment and Fee Schedule for Hawkes Wealth Management Inc., visit their Part 2 Brochure.

Services Offered by Hawkes Wealth Management Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hawkes Wealth Management Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 721 Chenango St, Binghamton, NY 13901, USA
Phone (607) 773-8055
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.


Disciplinary History

Hawkes Wealth Management Inc. does not have any disclosures. Please visit it's Form ADV for more details.