Hedgefield Wealth Management provides wealth management, financial planning, and consulting services. Wealth management includes active asset management and financial planning. The firm creates and manages investment portfolios based on clients' individual needs and goals. They primarily advise on stocks, bonds, mutual funds, ETFs, and government securities. They also offer financial planning services covering taxes, insurance, debt, retirement, and estate planning. Hedgefield Wealth Management may recommend model portfolios based on risk tolerance and financial circumstances.
Assets Under Management$29M
Clients33
Advisors1
Avg. per Client$870K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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