Hazelwood Investment Advisors offers investment management services, making buy and sell decisions for clients. They focus on long-term growth by investing in stocks of companies with consistent revenue growth. Hazelwood may also recommend exchange-traded funds and mutual funds. They develop a tailored investment plan for each client and monitor the portfolio's performance, rebalancing as needed. Hazelwood also offers standalone financial planning and consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
Fees are negotiable. Discounted annual advisory fee of 0.90% may be offered to clients who maintain aggregate contributions totaling at least $50,000 over a rolling twelve-month period. The firm may, at its discretion, offer existing clients a fee credit as a courtesy for referring prospective clients to the Firm.