Firm
Hager Investment Management Services
New London, New Hampshire
Fee-only
Facts
| Based in | New London, New Hampshire |
|---|---|
| Website | hagerinvestments.com |
| [email protected] | |
| Phone | (603) 526-4099 |
Hager Investment Management Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"The standard fee is 0.75% per year for the first $2,500,000 under management" source
"our new clients should have a minimum of $500,000 in investable assets." source
"we are compensated solely on a percentage of the assets under our management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $222 million |
| Individual clients | 103 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 117097 |