Hale & Doerr Wealth Management (HDWML) provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. HDWML creates an Investment Policy Statement for each client and may request authority to make trades without asking first. HDWML also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$31M
Clients126
Advisors2
Avg. per Client$240K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.55% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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