Hedges Asset Management provides investment management services tailored to clients' individual investment objectives, risk tolerance, and income needs. The firm advises on stocks, bonds, mutual funds, and other securities. Hedges Asset Management maintains quarterly contact with clients to ensure portfolios remain suitable.
Assets Under Management$180M
Clients28
AdvisorsN/A
Avg. per Client$6.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.75% |
| $100.0M - $200.0M | 0.50% |
| $200M+ | 0.40% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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