Hannegan Wealth Management (HWM) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. HWM uses sub-advisors like GeoWealth and XY Investment Solutions for some investment management services. Financial planning can be comprehensive or focused on specific areas. HWM tailors services to each client's needs and risk tolerance.
Assets Under Management$1.5M
Clients8
Advisors1
Avg. per Client$180K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees are negotiable for accounts over $3,000,001. The fee schedule includes the sub-advisor's fee when using GeoWealth or XY Investment Solutions.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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