Haese Financial Group offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Haese Financial Group is a fee-only firm that may also provide accounting and tax services. Investment advice is provided with the client making the final decision on investment selection.
Fee Structure
Haese Financial Group offers investment management services where they help clients define their investment goals and then manage their investments accordingly. They monitor the portfolio and meet with clients as needed. The annual fee for investment management is a percentage of the assets they manage, and it's negotiable.
- Under $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.50% to 1.50% per year