Joseph J. Hasson Jr. provides general portfolio advice to clients, considering their risk tolerance, financial objectives, and time horizons. He advises on individual stocks, bonds, mutual funds, exchange-traded funds, and master limited partnerships, including domestic and international securities. All client assets are held at Fidelity Investments. Joseph J. Hasson Jr. manages assets on a discretionary basis.
Assets Under Management$87M
Clients36
AdvisorsN/A
Avg. per Client$2.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
All current clients are on a flat fee arrangement, which can be modified by agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.