Hart Investment Management Inc. offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. Hart Investment Management creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. Hart Investment Management limits its money management to mutual funds, equities, bonds, fixed income, debt securities, ETFs, real estate, REITs, private placements, and government securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiable. Hart Investment Management also has the option to charge a fixed rate to be negotiated with the client, based on the needs of the client and complexity of the situation. This flat rate will never exceed 3.00% annually of the client’s assets advised.