Hegarty Investment Logic (HIL) provides retirement planning, investment management, and investment advisory consulting services. HIL manages client assets using mutual funds, exchange-traded funds, and individual securities. HIL tailors its services to individual client needs and goals.
Assets Under Management$23M
Clients88
Advisors1
Avg. per Client$260K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees are negotiable after the first $2 million. The 2% fee applies to Income & Growth and Growth type strategies. Negotiable fees for qualified plan type accounts including 529 College Savings Plans.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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