| 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.
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.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Christopher works as an attorney at O'Connell Law Firm, spending a few hours per week. He also serves as General Counsel for K.W. Chambers & Co. and as CCO/General Counsel for Huntleigh Advisors, Inc.