Hacket Asset Management, Inc. offers investment management services to individuals, pensions and profit sharing plans, trusts, institutions and charitable foundations. Client portfolios are individually managed utilizing sound investment management principles. The firm purchases undervalued stock in corporations which generally have below price earnings ratios and above average yields. Both fundamental and technical analysis may be utilized in the investment process.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$620K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for all accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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