Hayk Capital provides investment advice, financial planning, and pension consulting to individuals and small businesses. For investment advisory, Hayk Capital primarily utilizes third-party asset managers and manages assets on a discretionary basis. Financial planning includes data collection, analysis, plan construction, and implementation. Hayk Capital also sells insurance products, creating a potential conflict of interest.
Assets Under Management$790K
Clients7
Advisors1
Avg. per Client$110K
Avg. per Advisor$790K
Fee Structure
Minimum Investment:$20K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be reduced but never increased from the stated schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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