Haag Financial Consulting provides investment advice and financial planning to individuals. Services include portfolio management billed as a percentage of assets, comprehensive financial planning for a fixed annual retainer, and hourly consulting. Haag Financial Consulting does not take custody of client assets and all investment decisions are made with client approval.
Assets Under Management$10M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$10M
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% |
| $1M+ | 0.50% |
Fees are negotiable and may be capped for large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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