Hapanowicz & Associates Financial Services provides financial planning and asset management services. Financial planning covers investments, tax planning, asset allocation, risk management, and retirement planning. Asset management is offered through LPL Financial's Strategic Wealth Management platform, providing customized investment programs based on client goals and risk tolerance.
Fee Structure
Hapanowicz & Associates offers investment management through the Strategic Wealth Investment Management (SWIM) program. The annual advisory fee can be up to 2.0% of the account's value, determined by factors like asset types, financial situation, and trading activity, and is negotiable. The fee is charged quarterly in advance. There are two account options: SWIM1, where clients pay transaction charges, and SWIM2, where the advisory fee is higher to cover transaction costs. The minimum household account size is $1,000,000, with exceptions for family members of existing clients ($300,000).