Dan Hassey Investment Advisory provides investment management services to individuals, focusing on retirees and those close to retirement. Dan Hassey focuses on safety and income when choosing investments, reviewing client expenses to determine income needs in retirement. Investments include dividend-paying stocks, exchange-traded funds, and mutual funds. He also uses hedging strategies with call options and secured puts.
Assets Under Management$1.8M
Clients6
Advisors1
Avg. per Client$300K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are rarely negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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