Hapanowicz & Associates Financial Services manages investment portfolios and provides financial planning and consulting services for individuals, high-net-worth clients, trusts, and businesses. Hapanowicz & Associates Financial Services builds diversified portfolios using mutual funds, exchange-traded funds, and individual stocks based on each client's goals and risk tolerance. The firm also offers retirement plan consulting for plan sponsors and participants, alongside fee-based variable annuities and insurance services.
Assets Under Management$620M
Clients652
Advisors6
Avg. per Client$950K
Avg. per Advisor$100M
www.facebook.com/h.a.wealthmanagement ·www.hapfinancial.com ·www.linkedin.com/company/40747958/admin
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee varies up to 2.0% based on market value, asset types, financial situation, and trading activity, and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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