Hayden Ross offers investment management and financial planning services to help clients achieve their financial goals. They work with individuals, trusts, and estates, taking into account their risk tolerance and time horizon. Hayden Ross uses various methods of analysis, including charting, cyclical analysis, fundamental analysis, and technical analysis, to formulate investment advice. As a fiduciary, they are legally required to act in the client's best interest.
Assets Under Management$400M
Clients886
Advisors6
Avg. per Client$460K
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...