Hardworking Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$192,102,939
Total clients
266
21% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
133
Average account size
$722,192
Client services
Fee options
Flat fees for financial planning services range from $250 to $35,000; Strategic Wealth Planner flat fees range from $895 to $1,800 annually; Carefree Solutions flat fees range from $2,400 to $50,000 annually.
$0 - $250,000: 1.35% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Insurance products sold by associated persons earn commissions separate from advisory fees; representatives may also earn commissions as registered representatives of a broker-dealer.
Hourly consultation services at $350/hour; financial planning hourly fees up to $500/hour (negotiable).
Account minimum: $250,000 (generally) with negotiable exceptions Fee-only: Hourly consultation services at $350/hour; Financial planning hourly fees up to $500/hour; flat fees for financial planning services range from $250 to $35,000; Strategic Wealth Planner flat fees range from $895 to $1,800 annually; Carefree Solutions flat fees range from $2,400 to $50,000 annually.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Hardworking Capital Advisors, LLC
34220 Gateway Drive, Suite 120
Palm Desert CA 92211, United States
Number of offices
3
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