For investment management and financial planning, Hanson & Doremus charges a fee based on assets under management as follows:
Equities (Active Strategy)
•1.0% of the first $500,000
•0.8% of the next $500,000
•0.6% of the next $1,000,000
•Over $2,000,000 – negotiable
Fixed Income, ETFs, Mutual Funds, and Cash (Active and Passive Strategies)
•0.5% of the first $1,000,000
•Over $1,000,000 – negotiable
For non-management clients, Hanson & Doremus may offer consulting on an hourly basis at $250 per hour.
We always are pleased to offer free initial consultations. Please contact us for more information.