Robert K. Hather is a sole proprietorship that manages investment portfolios for individuals, high net worth individuals, corporations, and retirement accounts. Hather seeks long-term investment opportunities in individual stocks based on valuation measures. Hather may use short selling to hedge risk and may allocate a substantial portion of accounts to cash equivalents when stock valuations are high. Clients can discuss investment strategies with Hather prior to execution and place certain restrictions on their accounts.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$870K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | Included |
| $5M+ | 0.50% |
The annual advisory fee for assets under management between $0 and $5,000,000 is between 0.75% and 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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