Hedgefield Wealth Management offers personalized wealth management, financial planning, and consulting services designed to help clients build and preserve their wealth. Founded in 2018 and led by Kyle Eaton, the firm creates customized investment portfolios based on individual goals, risk tolerance, and tax considerations. Services include active portfolio management across stocks, bonds, mutual funds, and exchange-traded funds, alongside specialized model portfolios tailored to different life stages from early retirement savings to retirement distribution phases. Additionally, Hedgefield Wealth Management provides comprehensive financial planning covering cash flow, retirement savings, tax planning, insurance needs, and estate planning. The firm operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are annual and charged quarterly in arrears based on the previous quarter's daily average balance. Fees may be negotiable.
