Nash-Hasty Private Wealth Management provides investment management, financial planning, and consulting services to individuals, high net worth individuals, families, trusts, estates, businesses, and charities. Financial planning is included as part of the investment management services. Investment advice covers various investment vehicles, including ETFs, mutual funds, and individual stocks and bonds. The firm monitors client portfolios and rebalances them as needed.
Assets Under Management$51M
Clients161
Advisors1
Avg. per Client$320K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable and will not exceed 1.5% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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