Hayden Harper Wealth Advisory, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hayden Harper Wealth Advisory (HHWA) offers investment management and financial planning services to individuals, families, and businesses. HHWA creates tailored investment portfolios based on client needs and risk tolerance. Services include family office advisory, investment advisory, and financial planning. HHWA may recommend investments in an affiliated fund, Gaskin Teed Blue Fund, LP.

Assets Under Management$170M
Clients78
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$42M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.5M1.25%
$1.5M+1.00%

Fees may be negotiable. Additional fee structures apply for specific strategies and investments.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm