Hazard & Siegel Advisory Services (HSAS) offers investment advice and financial planning to individuals, businesses, and retirement accounts. HSAS uses third-party money managers and its advisors provide investment advice based on your financial situation. Some advisors may also sell commission-based products through a broker/dealer, but these are generally not offered to advisory clients. HSAS does not hold your assets; they are held by an independent custodian.
Assets Under Management$380M
Clients167
Advisors28
Avg. per Client$2.3M
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
HSAS uses third-party money managers, who charge a fee that is fully disclosed. HSAS may share in this fee. HSAS may also share its advisory fee with a solicitor responsible for acquiring the client. HSAS does not directly state their investment management fees.
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Location
28 Advisors at this firm
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