Hatfield Insurance & Financial Services offers investment advice and financial planning to individuals, families, and businesses. Services include portfolio management using mutual funds, financial planning covering retirement, estate, and education planning, and pension consulting for employer-sponsored retirement plans. Hatfield also refers clients to third-party money managers.
Assets Under Management$99M
Clients139
Advisors1
Avg. per Client$710K
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee charged for American Funds Asset Management ranges between 0.50% to 1.00% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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