Hays Financial Group, LLC
Assets Under Management
$6.1B
Number of Clients
532
Number of Advisors
4
Average Client AUM
$11.5M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hays Financial Group offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Services include customized investment solutions, financial planning, and retirement plan advisory. They primarily use fundamental and technical analysis.
Fee Structure
Retirement plan advisory fees range from 0.10% to 1.00% annually, potentially negotiable. Investment advisory fees range up to 1.50% annually, also potentially negotiable. Financial planning services are offered hourly (up to $500/hour), fixed project fee, or ongoing engagement, with fees being negotiable. Financial planning may be included for ongoing investment management clients.
Areas of Practice
Location
901 S. Marquette Avenue, Suite 1990, Minneapolis, MN, 55402