The Hatlestad Group provides investment advice and financial planning services. They work with clients to understand their goals and risk tolerance, then create a customized portfolio using stocks, bonds, exchange traded funds, and mutual funds. They also offer financial planning services covering retirement, taxes, estate planning, and more. As a fiduciary, they are legally required to act in your best interest.
Assets Under Management$48M
Clients68
Advisors1
Avg. per Client$700K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable and may differ based on relationship size, level of services needed, and trading activity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...