Hart Investment Management (HIM) manages investment portfolios for individuals. HIM works with clients to understand their financial goals and risk tolerance, then creates a personalized investment plan. HIM also provides financial planning services to investment management clients, covering topics like retirement, taxes, estate planning, and college savings. HIM manages investments on a discretionary basis, meaning they make trades without asking for permission first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fees are negotiable, prorated and paid in arrears on a quarterly basis. Should a Client with less than $250,000 of combined Assets Under Management and/or Assets Under Advisement be accepted, the Client will be billed in arrears based upon hours worked at the rate of $300 per hour.