A complete list of active advisors currently associated with Hughes & Company Investment Advisory, LLC
Warmer can help you find a great advisor at Hughes & Company Investment Advisory, LLC or one who fits your needs even better.
Hughes & Company Investment Advisory, LLC provides financial planning and investment advisory services to individuals, high‑net‑worth clients, estates, trusts, and business clients. The firm offers comprehensive written plans, project‑based planning modules, a monthly subscription planning option, and discretionary portfolio management implemented through third‑party money managers. The firm’s investment approach emphasizes passive management using index mutual funds and ETFs, and it typically implements client portfolios via outside managers while conducting periodic due diligence on managers’ holdings, strategies, and business controls. Hughes & Company accepts discretionary trading authority to implement agreed plans and uses an institutional custodial and trading platform to execute client transactions. Distinctive features for a small advisory firm include the combination of a subscription‑based ongoing planning service alongside project‑based engagements and AUM advisory relationships, and a relatively small client base with roughly $1.5 million in discretionary assets under management. The brochure also discloses the firm’s use of the Betterment Institutional platform for custody and execution and receipt of non‑economic support services from that platform, a relationship the firm describes and monitors as a potential conflict of interest.
To learn more about the advisors currently working at Hughes & Company Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Marietta, GA
| 11
|
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