Hayes Wealth Advisors offers financial planning, portfolio management, and general consulting. They create financial outlines and investment plans based on your goals and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also have experience with optometric practices.
Assets Under Management$100M
Clients189
Advisors3
Avg. per Client$540K
Avg. per Advisor$34M
www.hayeswealthadvisors.com ·www.linkedin.com/company/hayeswealthadvisors ·www.facebook.com/hayeswealthadvisors
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Hayes Wealth Advisors manages your investment portfolio on a discretionary basis. The annual fee is a percentage of your portfolio's value:
- First $1,000,000: 0.35% to 1.20%
- Next $4,000,000: 0.35% to 0.90%
- Balance over $5,000,000: 0.35% to 0.65%
The fee charged per account is based on the scope and complexity of the account as well as the amount of time and expertise required. There is a minimum annual fee of up to $6,000. Fees are negotiable.
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