Hawley Advisors provides financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Hawley Advisors manages investments for clients, but clients make the final decisions. Hawley Advisors does not sell financial products for commissions.
Assets Under Management$68M
Clients65
Advisors3
Avg. per Client$1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.33% |
| $20M+ | 0.33% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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