Hays Financial Group (HFG) offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. HFG creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and ETFs. Financial planning services cover areas like retirement, education, and insurance needs. HFG acts as a fiduciary, committed to clients' best interests.
Fee Structure
Hays Financial Group's investment advisory fees are based on a percentage of your portfolio's value and are paid quarterly, in advance. The fee can be up to 1.50% annually, depending on the services provided, complexity, and the amount of assets managed. Fees may be negotiable. Financial planning services may be included as part of a wealth management engagement and fee.