EH
CFA
EH
CFA

Ellen Katherine Hazen

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.93%
$5.0M - $10.0M0.80%
$10M+0.60%

Advisory Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20 William Street, Suite G40, Wellesley, MA, 02481

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
F L Putnam Investment Management CO.
January 2017 - Present · 9 yrs 1 mo
State Registrations3 states
MAMENY
Advisor
Exams
No exam information available for this advisor.
Ellen Katherine Hazen - Financial Advisor | TrueAdvisor