David N. Hainsworth, C.P.A., P.C. is an advisory firm offering ongoing portfolio management, financial planning, and third-party investment manager selection services. The firm designs customized investment policies based on each client's goals, time horizon, and risk tolerance using modern portfolio theory and long-term trading strategies. David N. Hainsworth, C.P.A., P.C. does not have trading authority, meaning clients retain control while the firm provides non-discretionary advice. In addition to direct portfolio management, the firm can refer clients to outside managers like Kornitzer Capital Management. Financial planning services cover investment planning, life insurance, taxes, retirement, college funding, and debt management. The firm also operates alongside a certified public accountant practice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. When utilizing third-party managers like Kornitzer Capital Management, clients pay David N. Hainsworth, C.P.A., P.C.'s fee in addition to the third-party manager's fee.