Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees and asset levels are negotiable based upon certain criteria.
Fee Estimator
HAI charges an annual investment advisory fee based on assets under management, using a blended fee schedule. The maximum annual fee ranges from 1.00% to 2.00%. Fees and asset levels are negotiable based on various criteria. Fees are billed quarterly in advance. For ERISA plan services, fees shall not exceed 2%. There is no minimum account size.
Areas of Practice
Advisor Information
Office location
14 Town Square, Greenwood, AR, 72936
Get directionsRegulatory History (2)
Employment Separation After Allegations
May 2019Customer Dispute
March 2004Other Business Activities
A. is a volunteer firefighter and captain for the City of Greenwood Volunteer Fire Department since 2000, dedicating a few hours per week. A. is also a City Councilman for Greenwood, AR since 2011, spending minimal time per month, and a board member for Western Arkansas Community Foundation, spending minimal time per month.