Haddon Group LLC manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and debt management. For an ongoing monthly fee, clients can receive continuous financial planning services, including plan development, implementation, monitoring, and annual reviews. Haddon Group LLC tailors services to each client's situation and allows reasonable restrictions on investment decisions.
Assets Under Management$1.4M
Clients9
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for balances over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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