Hegarty Investment Logic provides investment management, retirement planning, and advisory consulting services. The firm primarily builds portfolios using no-load mutual funds, exchange-traded funds, individual securities, and variable annuities, utilizing both fundamental and technical analysis. Hegarty Investment Logic manages various investment strategies, ranging from income and growth strategies to moderate, growth, and aggressive growth strategies that may incorporate leveraged or inverse funds. In addition to managing portfolios, the firm offers retirement planning services, which may be provided for a fee or on a complimentary basis depending on the complexity of the client's needs. Hegarty Investment Logic serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees are negotiable for amounts over $2 million and for qualified plan type accounts including 529 college savings plans. Management fees and planning fees can be reduced or waived at the firm's sole discretion.