Hesen & Haslam offers investment advice and financial planning to individuals and other clients. They provide asset management, investment consulting, and financial planning services, including retirement, estate, education, and tax planning. They also offer retirement plan consulting to employer plan sponsors. Hesen & Haslam can provide advisory services through LPL Financial programs. They act as a fiduciary, prioritizing the client's best interests.
Fee Structure
Hesen & Haslam offers investment management through wrap fee programs. The fees for these services are described in a separate brochure. They also offer referrals to third-party money managers, where fees will not exceed 3.00% annually, with a portion paid to Hesen & Haslam. The specific fee arrangement is detailed in the third-party manager's agreement.