The Hajdari Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

The Hajdari Group manages investment portfolios and provides financial planning and retirement plan consulting for individuals, families, businesses, and trusts. The Hajdari Group builds customized portfolios primarily using exchange-traded funds and mutual funds, while also considering individual stocks, fixed income securities, and private offerings when appropriate. The Hajdari Group takes a long-term approach to investing and can manage portfolios directly or coordinate with independent managers. In addition to investment management, The Hajdari Group offers financial planning covering retirement, education savings, cash flow, and insurance needs. The firm also advises employer-sponsored retirement plans on investment lineups and administrative oversight. The Hajdari Group operates as a registered investment advisor and requires clients to hold their funds with qualified custodians.

Assets Under Management$130M
Clients254
Advisors1
Avg. per Client$520K
Avg. per Advisor$130M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.50% to 2.00% annually based on account size, complexity, and scope of services. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm