William D. Hartman provides investment management and consulting services to California Public Agencies/Special Districts. He works with clients to define financial objectives and develop strategies. Hartman's compensation comes solely from fees paid by clients. He does not receive commissions. Assets are held by independent custodians, and accounts are non-discretionary.
Assets Under Management$30M
Clients5
Advisors1
Avg. per Client$6.1M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.17% |
Fees are negotiable based on the client’s specific facts and circumstances. Lower fees are at times assessed based on the types of investment instruments utilized, unique circumstances and/or the complexity specific to that individual client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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