Hatchet Financial is a fee-only registered investment advisor. Hatchet provides investment management services on a discretionary basis, meaning they can buy and sell securities without asking you first. Hatchet also offers financial planning services, including full financial plans and project-based planning for specific needs. Hatchet may recommend third-party money managers.
Assets Under Management$1.2M
Clients2
Advisors1
Avg. per Client$610K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Plus $50 per month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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