Hager Investment Management Services (HIMS) offers investment management services, creating personalized investment strategies based on your goals, risk tolerance, and time horizon. HIMS can manage your investments with or without your prior approval for each trade. HIMS also provides financial planning services, evaluating your current and future financial state to predict cash flows, asset values, and withdrawal plans. HIMS also offers services to retirement plans.
Assets Under Management$220M
Clients178
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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