Stuart Hawver is a CFA-designated registered investment advisor at Stu Hawver, CFA, MBA, LLC, based in Wolfeboro, NH, with 21 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.40% |
A minimum of $1,000,000 is necessary to establish an account. The minimum fee is based on minimum assets under management of $100,000. Qualified clients can elect to pay a performance-based fee.
Fee Estimator
Location
Wolfeboro, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stu Hawver, CFA, MBA, LLC
Previous Registrations
Davidson Capital
State Registrations2 states
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