Hayes Hart CPA's Wealth Management offers comprehensive wealth management, investment management, and accounting services, including tax planning and preparation. Led by John M. Hart, the firm manages portfolios primarily using actively managed mutual funds and exchange-traded funds tailored to each client's long-term financial goals and risk tolerance. Through its flagship Personal Financial Guardian package, Hayes Hart CPA's Wealth Management combines investment management with extensive tax and accounting services for a preset annual fee based on a percentage of assets under management. The firm also offers non-managed account services for clients who prefer to manage their own portfolios. Hayes Hart CPA's Wealth Management emphasizes a fee-only compensation structure, ensuring no commissions or third-party product fees influence their recommendations. Clients are expected to maintain an initial investment minimum of $500,000, though this is negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Minimum annual advisory fee is $6,000 for the Personal Financial Guardian program. Standalone investment management without tax services reduces rates by 0.20% with a $5,000 minimum annual fee. Non-managed accounts are charged 0.1% annually.