J. Hagan Capital offers investment management and consulting services, creating customized investment strategies based on client goals, risk tolerance, and financial situations. JHC manages accounts on a discretionary and non-discretionary basis, using traditional and alternative investments. The firm also offers support for estate planning through EP Guru, an online estate planning tool. JHC does not currently offer financial planning services alone, but reserves the right to offer planning services in a negotiated situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee percentages may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated. Our employees and their family related accounts are charged a reduced fee for our services.