Hidajat Asset Management, LLC (HAML) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. HAML creates an Investment Policy Statement for each client. HAML generally limits its investment advice to fixed income securities and equities, aiming to increase the account's purchasing power over time. HAML requires discretionary authority to select securities and execute transactions.
Assets Under Management$18M
Clients1
Advisors1
Avg. per Client$18M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Hidajat Asset Management charges different fees based on whether you are a "non-qualified" or "qualified" client.
- Non-Qualified Clients: Pay 1.75% of your portfolio's value each year.
- Qualified Clients: Pay no management fee, but pay a 25% performance fee on capital appreciation above a certain benchmark (the "Hurdle"). The Hurdle is calculated as the prior high portfolio value, compounded annually by 5%.
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