Hahn Financial Group (HFG) offers investment management services to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. HFG provides advice through consultations, covering financial objectives, problem identification, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. HFG is a fee-based investment management firm and also sells insurance products for a commission.
Assets Under Management$190M
Clients1,861
Advisors9
Avg. per Client$100K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual Fee may be negotiable based on the amount of assets, the investments to be utilized and the complexity of the account. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...