Haskell Financial Services provides investment advice and financial planning to individuals, families, and trusts. Haskell Financial Services offers ongoing portfolio management based on client goals, objectives, and risk tolerance. Haskell Financial Services also offers financial planning services on an hourly or fixed-fee basis, covering areas like cash management, risk management, estate planning, and retirement planning.
Assets Under Management$7.9M
Clients13
Advisors1
Avg. per Client$610K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.10% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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