JD Haggar Financial, based in Castle Rock, Colorado, provides portfolio management and financial planning services. Investment advice is tailored to each client's financial situation and goals. Portfolio management includes selecting investments and potentially engaging third-party money managers. Financial planning covers retirement, tax, estate, insurance, and business succession planning. Clients make all final investment decisions.
Fee Structure
JD Haggar Financial charges an annual fee based on a percentage of the value of your portfolio. This fee typically ranges from 0.75% to 1.50% of your portfolio's value. The maximum annual fee, including fees charged separately by independent managers, will not exceed 1.75% of your portfolio's value. Fees are billed quarterly, in arrears, based on the portfolio's value or average daily balance. The firm may agree to invoice you directly or negotiate other payment arrangements.