Hahn Financial Services offers financial advice to individuals, pension plans, trusts, estates, charities, corporations, and deferred compensation plans. Services include analyzing your financial situation and helping you implement financial planning and investment management techniques. The firm provides asset management and financial planning, including advice on investments, retirement planning, and insurance products.
Assets Under Management$16M
Clients102
Advisors1
Avg. per Client$160K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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