Haddon Wealth Management offers personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. Led by Certified Financial Planner Gregory M. Hart, the firm acts with a legal obligation to put client interests first. Haddon Wealth Management builds customized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and occasionally unaffiliated managers. The firm focuses on long-term, tax-efficient investing while tailoring strategies to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Haddon Wealth Management provides comprehensive financial planning covering retirement, estate planning, tax strategies, cash flow management, insurance needs, and education funding. The firm does not sell investment products or earn commissions, operating entirely on a fee-only structure.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable at the discretion of the adviser. Aggregate assets under management with the firm are taken into consideration.