Hawthorn Capital Management, LLC

Fee-Only (% of Portfolio)

Hawthorn Capital Management, LLC manages investment portfolios for high-net-worth individuals, institutions, trusts, and pension plans. Hawthorn Capital Management, LLC specializes in investing in debt and equity securities of companies that are undervalued or experiencing financial distress, such as bankruptcies or corporate reorganizations. Portfolios are managed on a discretionary basis, meaning Hawthorn Capital Management, LLC makes trades on behalf of clients without needing prior approval for each transaction. In addition to portfolio management, Hawthorn Capital Management, LLC provides an annual financial plan to investment management clients at no extra cost.

Assets Under Management$140M
Clients12
AdvisorsN/A
Avg. per Client$12M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and typically range from 0.2% to 1.0% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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