Assets Under Management
$275.6M
Number of Clients
197
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$275.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hart & Patterson Financial Group offers discretionary investment management, financial planning, and selection of other investment advisors. They typically recommend SEI as a third-party advisor. Financial planning covers retirement, education, cash flow, debt reduction, estate planning, insurance, tax, and charitable giving.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M+ | 0.50% |
Fees are negotiable.
19 Research Drive, Amherst, MA, 01002