Hayden Capital

Fee-Only (% of Portfolio)

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.

Assets Under Management$61M
Clients113
Advisors1
Avg. per Client$540K
Avg. per Advisor$61M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.1M1.50%
$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.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Hayden Capital | TrueAdvisor