Hackman Financial Group provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. Hackman Financial Group creates customized investment strategies based on client goals, risk tolerance, and financial situations. The firm may recommend unaffiliated money managers for a portion of a client's portfolio. Financial planning services cover retirement, education, insurance, estate, and tax planning.
Fee Structure
Hackman Financial Group's investment advisory fee ranges from 0.30% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fee may be negotiable. If an independent manager is used, the total blended fee will not exceed 2.00% annually.