The Haggerty Investment Group (HIG) offers personalized investment advice and portfolio management. HIG can manage your investments directly, making trades for you based on your goals, or help you select other investment advisors to manage your money. HIG primarily uses stocks, bonds, ETFs, mutual funds, and government securities. HIG monitors your portfolio and rebalances it as needed.
Assets Under Management$22M
Clients5
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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