Hathaway Capital Management is a registered investment advisor founded in January 2018 and based in Newport Beach, California. Led by Jason Hathaway, the firm provides customized investment management services to individuals, high net worth individuals, corporations, multi-family offices, and other investment advisors. Hathaway Capital Management works closely with each client to understand their investment goals, risk tolerance, time horizon, and liquidity needs before constructing a tailored portfolio using individual stocks, bonds, mutual funds, and exchange-traded funds. The firm acts legally required to act in your best interest and employs a long-term fundamental analysis approach to investing. In addition to direct portfolio management, Hathaway Capital Management offers outsourced chief investment officer consulting services to multi-family offices and other investment advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 0.80% to 2.00% annually based on factors including portfolio complexity, asset level, and overall relationship. Fees are negotiable at the firm's discretion.