Hafele Investments provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Hafele Investments constructs customized investment portfolios using a wide range of securities, including mutual funds, exchange-traded funds, fixed income, real estate funds, and private placements. In addition to individual wealth management, Hafele Investments operates a wholly-owned subsidiary that manages private investment funds. Hafele Investments acts in the best interest of clients as a fiduciary and requires client accounts to be held at Charles Schwab & Co.
Assets Under Management$58M
Clients9
Advisors2
Avg. per Client$6.4M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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