Advisor at Stu Hawver, CFA, MBA, LLC
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Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.
Based on Stu Hawver, CFA, MBA, LLC
$0 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.70% $2,000,000+: 0.40%
Tiered performance fees on profits: 9% for $0-$500k; 8% for $500k-$1M; 7% for $1M-$2M; 4% over $2M; no fee on negative returns; performance fee capped at 30% ROI
Account minimum: $1,000,000 Minimum fee: Minimum fee based on $100,000 minimum assets under management Fee-only: Asset-based fees and performance-based fees; no commissions or sales charges accepted
Wolfeboro, NH
New Hampshire · North Carolina
Davidson Capital
2017 - Present (9 years)
Stu Hawver, CFA, MBA, LLC
2004 - Present (22 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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