Hawthorn Capital Management manages investment portfolios, primarily investing in undervalued debt and equity securities. Hawthorn may use sub-advisers focused on equity instruments. Hawthorn tailors its services to each client's financial situation and investment objectives, contacting clients regularly to discuss any changes. Hawthorn also provides an annual financial plan to its investment management clients for no additional fee.
Assets Under Management$130M
Clients18
AdvisorsN/A
Avg. per Client$7.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and range from 0.2% to 1.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.