How We Get Started
Choosing a wealth management firm may be one of the most important decisions you make for yourself and your loved ones. We want to make sure you get to know us and decide whether we are right for you.
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.
Our initial meeting is complimentary and for us to get to know each other. We want to understand and identify your financial goals and other key issues or concerns. We will ask you to complete our preliminary questionnaire to bring with you to that first meeting.
Our Process
Step 1
Discovery
A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.
Step 2
Analysis
Next, we analyze and test your current financial condition to see if additional strategies need to be made in order to succeed. We gather all relevant documentation and thoroughly review it.
Step 3
Development/Implementation
We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you in the development of your plan to evaluate all options so that you can decide which choices are right for you.
Step 4
Ongoing Monitoring and Evolution
Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always evaluating whether your strategy remains on target or if adjustments are needed.
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 are your fees?
We are a fee-only advisory. Our fee covers both investment management and financial 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. Visit our Fee Structure page for more detailed information.
Q. What is a fee-only financial advisory firm?
Fee-Only planners 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.