Hassell Wealth Management offers wealth management services, including ongoing portfolio management and financial planning. The firm builds globally diversified portfolios using fundamental security analysis, market trends, and economic cycle analysis, investing across stocks, bonds, mutual funds, and exchange-traded funds. Portfolios are managed with the authority to make trades without asking first, tailored to each client's risk profile and goals. In addition to investment management, Hassell Wealth Management provides project-oriented and ongoing financial planning, covering areas such as education funding, retirement, estate planning, risk management, employee benefits, and tax planning. The firm also serves businesses and institutional investors with retirement plan services.
Fee Structure
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% |
Accounts are grouped by household. Subject to a minimum annual fee of $5,000.
