Advisor at Grit Family Office, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Grit Family Office, LLC
Location
Cedar Rapids, IA 52401
Credentials
CFA®
Industry experience
10 years
William Hahesy III is a CFA® charterholder with 10 years of industry experience. He is currently with Grit Family Office, LLC, where he has worked since 2017, and previously held roles at BerganKDV Wealth Management, LLC and Bergan Paulsen. Outside of his advisory work, he has ownership interests in several privately held companies in the manufacturing and overhead door sales industries. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, financial planning, and third-party adviser referrals. The firm follows a Modern Portfolio Theory-based investment approach with an emphasis on asset allocation, risk tolerance, and regular portfolio monitoring across a range of traditional and alternative investments.
Based on Grit Family Office, LLC
Based on Grit Family Office, LLC
Financial planning fixed fees range from $25,000 to $200,000
$0 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.25%
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees between $25,000 and $200,000; hourly fees at $250/hour
427 1 St Street Se, Suite 100
Cedar Rapids, IA 52401
Iowa
Grit Asset Management, LLC
2017 - Present (9 years)
BerganKDV Wealth Management, LLC
2015 - 2017 (2 years)
Bergan Paulsen
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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