Hesen & Haslam provides personalized wealth management, retirement income planning, and financial consulting services for individuals, high net worth families, businesses, and trusts. The firm offers comprehensive wealth management through wrap fee programs, standalone financial planning and consulting covering areas such as tax planning, estate planning, and insurance analysis, as well as retirement plan consulting for employers. Investment strategies utilize various methods including fundamental and technical analysis, asset allocation, alternative investments, and fixed income management. Hesen & Haslam operates primarily as a fiduciary, putting client interests first, and delivers services through programs associated with LPL Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable and vary by program, up to a maximum of 3.00% annually depending on the specific LPL sponsored advisory program chosen.