Hartley Advisors Corporation (HAC) offers investment management services tailored to individual client needs and objectives. HAC manages portfolios with discretion, selecting securities and executing trades. They also offer portfolio monitoring and review services on a non-continuous basis, such as monthly or quarterly reviews. HAC primarily serves individuals and families.
Assets Under Management$110M
Clients119
Advisors2
Avg. per Client$890K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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