Hart Wealth Management offers ongoing investment management tailored to clients' goals, risk tolerance, and tax considerations. They also provide comprehensive financial planning services, including a review of assets, liabilities, estate, tax, and insurance needs. Tax planning guidance is included in the wealth management service. Hart Wealth may also provide tax preparation and filing services at an additional cost.
Assets Under Management$46M
Clients18
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Each client should refer to their advisory agreement for their specific fee rate(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...