Hayes Asset Management provides investment management services based on individual client needs. They develop a personal investment policy through discussions to establish goals and objectives. Portfolios are managed on a discretionary or non-discretionary basis, with quarterly reviews and annual rebalancing as needed. Investment recommendations include various securities, and riskier investments are implemented only when suitable for the client.
Assets Under Management$120M
Clients115
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
These rates apply to Equity/Balanced/Asset Allocation/401(k)/Mutual Fund Management. Fixed Income Management fees are: First $2,000,000: 0.60%, Next $3,000,000: 0.50%, Next $5,000,000: 0.40%, Over $10,000,000: 0.30%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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