Our Fee Structure
At Hager Investments, we believe in a simple, fair, transparent fee structure.
As a fee-only advisory, we are compensated solely on a percentage of the assets under our management. We do not receive commissions based on trades or receive incentives for suggesting third-party products. As our clients’ assets under our management grow, our fee income grows.
Our fee covers investment management, financial planning, and retirement planning. The standard fee is 0.75% per year for the first $2,500,000 under management and 0.50% for assets under management over $2,500,000.
Standard Portfolio Annual Fee
| Lower Range | Upper Range | Basis Points |
|---|---|---|
| $0.00 $2,500,000.00 | $2,500,000 + | 75 50 |
| NON-PROFIT ANNUAL FEE | 50 | |
Frequently Asked Questions
Q. Do you have a minimum account balance?
Because we provide all of our services for one fee based on assets under management, our new clients should have a minimum of $500,000 in investable assets.
Q. What is a fee-only financial advisory firm?
Fee-Only firms are compensated directly by their clients for advice, plan implementation, and for the ongoing management of assets. Hager Investments relies exclusively on a fee-only model. One fee covers all of our services and the firm does not receive commission or fees from any source other than its clients. The fee-only model is the most transparent and objective method available for billing clients.
Q. What is a fiduciary responsibility and why is it important?
Fiduciary means to hold confidence or trust. CERTIFIED FINANCIAL PLANNERS™ and independent registered investment advisors (RIAs) both have a fiduciary obligation to always put their clients’ best interests needs ahead of their own.