Hart Financial offers investment management services to clients, determining investment goals, time horizons, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Hart Financial has discretionary authority to execute investment transactions. The firm does not sell annuities or insurance products, but the Managing Member offers insurance as a sole proprietor.
Assets Under Management$79M
Clients423
Advisors1
Avg. per Client$190K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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