Hackett Robertson Tobe Group (HRT) provides consulting services to pension and employee benefit plans, including investment objective identification, asset class guidance, and money manager recommendations. HRT also offers portfolio management services based on individual client goals and risk tolerance, as well as financial planning covering investments, insurance, taxes, retirement, college, and debt. HRT may direct clients to third-party investment advisors.
Assets Under Management$380M
Clients105
AdvisorsN/A
Avg. per Client$3.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1000K | 2.00% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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