Day Hagan Asset Management
Assets Under Management
$842.8M
Number of Clients
247
Number of Advisors
5
Average Client AUM
$3.4M
AUM per Advisor
$168.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Day Hagan Private Wealth offers tailored investment advice, discretionary/non-discretionary portfolio management, financial planning, and sub-advisory services. They also provide pension consulting and act as an adviser to ETFs. Investment strategies are based on client objectives, risk tolerance, and financial circumstances.
Fee Structure
Fees for financial planning range from $250 to $8,000 depending on the scope and complexity. Hourly consulting fees start at $250/hour. Portfolio management fees range from 0.25% to 1.25% of assets under management, billed quarterly, and are negotiable. A minimum of $500,000 is generally required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
1000 S. Tamiami Trail, Sarasota, FL, 34236