Hatree Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,106,423
Clients
82
Advisors
1
of 3 employees
About
Hawtree Advisory Group, LLC provides asset management, variable annuity monitoring and sub-account allocation, and financial planning and consulting for individual clients, including high-net-worth households. The firm offers ongoing portfolio management on either a discretionary or non-discretionary basis and tailors allocations to clients’ goals, risk tolerances, and imposed restrictions.
Hawtree’s investment approach is tactical, using relative strength analysis combined with technical analysis to select and adjust among five model portfolios (Income; Income with Growth; Growth with Income; Moderate Growth; Aggressive Growth). The firm can actively trade client accounts — including holding positions for 30 days or less — and periodically rebalances and reallocates both managed accounts and variable annuity sub-accounts as part of its monitoring services.
Noteworthy differences from many peers include a general $250,000 aggregate account minimum (waivable in limited circumstances) and household aggregation for account handling and fee determination. Hawtree also requires custody at its designated broker/dealer/custodian to receive asset management services and does not vote client proxies, which are sent directly to clients by the custodian.
Client services
Expertise
Fee options
Fixed fees up to $5,000 for financial planning services
$50,000 - $250,000: 2.25% annually $250,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.50% annually $1,000,000+: 1.00% annually
Advisor hourly fee: $300 per hour; Para-planner hourly fee: $200 per hour
Account minimum: $250,000 (aggregate of all client’s accounts and related family accounts), with waivers possible under certain circumstances Minimum fee: $1,125 annually or $281.25 quarterly minimum annual fee if account falls below $50,000 Fee-only: Financial Planning and Consulting services offered via fixed fees (up to $5,000) and hourly fees ($300/hour for advisor, $200/hour for para-planner)
Main office
6069 E. Grant Road
Tucson AZ 85712
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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