Hathaway Advisory offers investment advice to individuals, high net worth individuals, trusts, and estates. As a legally required fiduciary, Hathaway Advisory aims to act in clients' best interests. Services include creating customized investment strategies, primarily using exchange-traded funds, and financial planning covering areas like retirement, estate, and tax planning. Hathaway Advisory may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$11M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees may be negotiable. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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