David N. Hainsworth, C.P.A., P.C. offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. DNHCP may direct clients to third-party investment advisors.
Assets Under ManagementN/A
Clients62
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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