Haddon Wealth Management (HWM) offers financial planning and investment advice to individuals, high net worth individuals, trusts, estates, charitable institutions, foundations, endowments, and business entities. HWM helps clients define their financial goals and develop strategies to reach them, including investment management, retirement planning, estate planning, and tax planning. HWM does not sell investment products or accept commissions.
Assets Under Management$65M
Clients70
Advisors1
Avg. per Client$930K
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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