Hart & Patterson Financial Group
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
About This Firm
Hart & Patterson Financial Group, LLC offers discretionary investment management, financial planning, and selection of other investment advisors. They primarily use a third-party investment advisor manager or sub-advisor to provide investment management services. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax, and charitable giving.
Fee Structure
AUM-Based Fees (Tiered)
| 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 subject to negotiation.
Fee Estimator
The firm is compensated primarily by fees based on assets under management. Clients may also opt for standalone financial planning services for a fixed fee ranging from $1,500 to $4,000, subject to change based on complexity and client circumstances. Fees are negotiable. Clients whose assets are managed by a Third-Party Adviser will incur fees related to that manager in addition to Adviser’s fees.
Areas of Practice
Location
19 Research Drive, Amherst, MA, 01002