Hassell Wealth Management provides wealth management services to individuals, families, and businesses. These services include managing investment portfolios and providing financial planning advice. Financial planning covers areas like education funding, retirement, estate planning, risk management, employee benefits, and taxes. Hassell Wealth Management also offers retirement plan services to businesses.
Assets Under Management$350M
Clients409
Advisors5
Avg. per Client$850K
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $400K | 1.65% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
