Hartfield Financial & Insurance Services, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Hartfield Financial and Insurance Services, Inc. offers investment advisory and financial planning services. They create investment strategies based on each client's needs, primarily using mutual funds and exchange-traded funds. They also offer financial planning services, including retirement, estate, and risk management recommendations. Clients can impose restrictions on the advisory services. Thomas Hartfield is also an independent insurance agent.
Assets Under Management$28M
Clients130
Advisors1
Avg. per Client$220K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...