Hathaway Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hathaway Capital Management offers customized investment advice, managing investments for individuals, high net worth individuals, corporations, multi-family offices, and other investment advisors. They create personalized strategies based on your goals, risk tolerance, and financial situation, using stocks, bonds, mutual funds, and exchange-traded funds. Hathaway Capital Management also offers outsourced chief investment officer consulting services to multi-family offices and other investment advisors.

Assets Under Management$41M
Clients26
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$41M

Fee Structure

Investment management only (planning not offered)

Hathaway Capital Management's investment advisory fees range from 0.80% to 2.00% annually, based on factors like the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on the market value of your investments at the end of each quarter.

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Location

1 Advisors at this firm