Hayden Capital offers investment management services to clients through separately managed accounts. They invest in domestic and international stocks, bonds, and other securities. Hayden Capital does not provide financial planning services or advise on selecting other investment advisors. While they don't typically tailor services, they will consider client-specific investment restrictions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.1M | 1.50% |
| $1.1M+ | 0.50% |
Option B (for Qualified Clients with $1.1M+) includes a performance allocation of 15% of net annual profits above a 5% hurdle rate. Fees are negotiable.