Hahn Financial Group Fees & Minimum

Overview

Headquarters: Sioux Falls, SD
Total Firm Assets: $189 million
Average High-Net-Worth Client Portfolio Size: $0.8 million

Fee Disclosure

Source: FORM ADV2A AND 2B (2025-10-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000	1.75%
$50,001	$200,000	1.50%
$200,001	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.90%
$2,000,001	$3,000,000	0.80%
$3,000,001	$4,000,000	0.70%
$4,000,001	$5,000,000	0.60%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$41,875	0.84%
$10 million	$66,875	0.67%
$50 million	$266,875	0.53%
$100 million	$516,875	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 22.31%
Number of High-Net-Worth Clients: 52
Total Client Accounts: 3,363
Discretionary Accounts: 3,363

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 169787

FORM ADV2A AND 2B (2025-10-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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