Stu Hawver, CFA, M.B.A., LLC manages investment portfolios using primarily index mutual funds and exchange-traded funds (ETFs). They also provide financial planning services, which are included in the investment management fee. Investment advice is tailored to each client's needs, considering their goals, financial situation, risk tolerance, and tax situation. The firm uses Modern Portfolio Theory and Monte Carlo simulations to determine the appropriate portfolio for each client.
Assets Under Management$26M
Clients20
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.40% |
A minimum of $1,000,000 is necessary to establish an account. The minimum fee is based on minimum assets under management of $100,000. Qualified clients can elect to pay a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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