Hauge Wealth Management offers asset management services, creating investment strategies based on individual client goals, time horizons, and risk tolerance. They also provide financial planning services, evaluating a client's current and future financial state to predict future cash flows and asset values. Hauge Wealth Management also holds seminars and workshops to educate the public on different types of investments.
Fee Structure
Hauge Wealth Management charges a fixed annual investment advisory fee of $25,000 for all accounts. This fee is negotiable based on various factors such as the client's history, the type and amount of assets, and anticipated future earnings. The fee is billed quarterly in arrears based on the assets managed at the end of the previous billing period. Financial planning and consulting fees are included in the asset management fee.
