Hays Financial Group manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, high net worth families, trusts, estates, and businesses. Hays Financial Group builds customized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's goals and risk tolerance. In addition to investment management, Hays Financial Group offers comprehensive financial planning covering retirement, education savings, tax strategies, and insurance needs. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. Some advisors are also licensed as brokers or insurance agents, creating potential conflicts of interest regarding commissions, which the firm mitigates through disclosure and fee practices.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% based on factors including services offered, complexity, and portfolio size. Fees may be negotiable at the firm's discretion.