Haddonfield Financial Planning offers investment advice and guidance to help clients pursue their financial goals. They consult with clients to understand their background, family and financial history, personal beliefs, risk tolerance, and goals. HFP provides financial planning services covering personal spending and savings, investment planning, retirement planning, tax and cash flow, educational savings, and insurance. They also offer ongoing asset management services tailored to individual client needs.
Assets Under Management$130M
Clients212
Advisors3
Avg. per Client$640K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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