Hartford Financial Management works with clients to create investment programs tailored to their goals and risk preferences. For individuals and families, they offer comprehensive financial planning, including in-depth reviews of finances, statistical analyses, and scenario planning. They also manage investments, providing quarterly reports and annual reviews. For pension plans, family businesses, foundations, and institutions, services vary based on the assignment.
Assets Under Management$710M
Clients186
Advisors7
Avg. per Client$3.8M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.35% |
| $20M+ | 0.30% |
Minimum annual fee of $7,500. Fees may be negotiable depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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