The Hajdari Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

The Hajdari Group provides investment management and financial planning services tailored to each client's needs. They offer a holistic approach, working with individuals, high net worth individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The Hajdari Group may use internal management or unaffiliated money managers. They also offer financial planning services covering areas like retirement, education, and insurance.

Assets Under Management$110M
Clients228
AdvisorsN/A
Avg. per Client$490K
Avg. per AdvisorN/A

Fee Structure

Planning is included in investment management (also available separately)

The Hajdari Group's investment advisory fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee ranges from 0.50% to 2.00%, depending on the size of your account, the services provided, and the complexity of your situation. Fees may be negotiable. If The Hajdari Group uses independent money managers, you'll also pay a separate fee to them, but the total blended fee will not exceed 2.00% annually.

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The Hajdari Group, LLC | TrueAdvisor