William Hahesy is a CFA-designated registered investment advisor at Grit Family Office, LLC, based in Cedar Rapids, IA, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24 clients with $91M 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
427 1st Street Se, Suite 100, Cedar Rapids, IA, 52401
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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 →Other Business Activities
William has ownership in Cedar Investment Group, LLC (overhead door sales/service) and Rapids Real Estate Group, LLC (real estate holding). He is also a minority owner of Premier Tooling and Manufacturing, LLC, but devotes minimal time to it.
Employment History
Current Registrations
Grit Family Office, LLC
Previous Registrations
Bergankdv Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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