Hearthstead Financial provides investment management and financial planning services. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. Hearthstead offers ongoing and project-based financial planning. Investment management is offered on a non-discretionary basis, meaning Hearthstead will obtain your approval prior to the execution of any transactions for your account(s).
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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