Hegdahl Investment Management provides investment advice, including asset allocation and security selection. Services are offered on both a discretionary and non-discretionary basis. In addition to investment advice, Hegdahl Investment Management offers financial planning services covering tax, budgetary, and estate planning. The firm primarily uses macroeconomic analysis to guide its investment decisions.
Assets Under Management$45M
Clients39
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees are negotiable at the discretion of Hegdahl Investment Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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