Hanseatic Management Services provides investment management using its own process, model portfolios, investment advice, and financial planning. They manage investments for various clients, including individuals, through separately managed accounts. Their financial planning covers cash flow, debt, investments, estate, tax, and retirement. Hanseatic may recommend itself as the investment manager after providing financial planning services.
Fee Structure
Hanseatic Management Services charges a percentage of your portfolio annually for investment management. The specific percentage depends on the product and is negotiated with each client. For individual clients, the fee is 1.50% if directly managed or 1.95% if sub-advised or part of a bundled fee program. Fees are calculated monthly based on the average daily balance of your account.