Hatcher Capital Investments, INC.

Fee-Only (% of Portfolio)

Hatcher Capital Investments offers investment management and retirement plan consulting. For investment management clients, they create a financial plan and manage a portfolio of stocks, bonds, ETFs, and mutual funds. For retirement plans, they assist with establishing, monitoring, and reviewing participant-directed retirement plans. Hatcher Capital Investments acts as a fiduciary, meaning they are legally required to act in your best interest.

Assets Under Management$110M
Clients319
Advisors5
Avg. per Client$350K
Avg. per Advisor$22M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

5 Advisors at this firm

Hatcher Capital Investments, INC. | TrueAdvisor