Hegarty Advisors manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, which include evaluating a client's financial situation and creating a detailed plan to achieve their goals. The firm's financial plans can cover cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies.
Assets Under Management$170M
Clients101
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $10.0M | 0.70% |
| $10M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...