Hackett Financial Group offers investment management services, where they manage your investment accounts, and financial planning services to help you understand your financial situation and set goals. They also offer tax preparation services as a separate service. Investment plans are tailored to each client's individual situation and risk tolerance.
Assets Under Management$160M
Clients254
Advisors3
Avg. per Client$630K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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