Hayek Kallen Investment Management provides investment and wealth management services to individuals and small institutions. The firm invests client assets in individual stocks and bonds using a balanced-value investment approach, focusing on mid and large-cap companies. They manage accounts on an individual, customized basis, typically using a 50/50 or 60/40 equity/bond asset allocation strategy. The firm may also advise clients on assets they do not actively manage for a negotiated fee.
Assets Under Management$400M
Clients208
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$200M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable on a case-by-case basis. Some clients pay a fixed fee instead of a percentage-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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