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 RangeUpper RangeBasis Points

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.

Take the First Step

Schedule a consultation to discuss your financial goals. Fill out our online form or call 603-526-4099.

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