Hauge Wealth Management is a registered investment advisor based in St. Louis Park, Minnesota, founded and led by David Hauge. The firm offers ongoing asset management by evaluating individual investment goals, risk tolerance, and time horizons to build customized portfolios. In addition to investment management, Hauge Wealth Management provides financial planning and consulting services, covering areas such as cash flow analysis, retirement strategies, long-term investment planning, tax liabilities, and estate plans. Clients can also hire Hauge Wealth Management for standalone financial planning. The firm operates on a fee basis, charging a fixed annual investment advisory fee based on assets under management, with a maximum annual fee of $25,000, and a fixed fee for financial planning not to exceed $10,000. Hauge Wealth Management is legally required to act in your best interest and does not participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Maximum annual fee is $25,000. Fees are negotiable based on criteria such as account composition, asset types, and historical relationships.
