H
Hacket Asset Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,418,026
Total clients
16
88% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$713,627
About
Hacket Asset Management, Inc. provides discretionary investment supervision and portfolio management primarily to individual investors, but also to pension and profit-sharing plans, trusts, institutions and charitable organizations. The firm offers individually managed accounts and the option for non-discretionary arrangements, and it also provides occasional hourly consulting in addition to asset-based advisory services.
Portfolios are constructed for each client using a value-oriented equity approach—seeking undervalued stocks with reasonable price-earnings metrics, cash flow and above-average yields—combined with both fundamental and technical analysis; option strategies and short-term trades may be used when appropriate. Fixed-income investments are selected to meet defined objectives such as income or total return, and accounts are reviewed monthly by the firm’s principal with custodial statements sent directly to clients.
Compared with many peers, the firm operates as a small, solo practice with a limited client roster and roughly $11.4 million in assets under management, a scale that implies a hands-on relationship between the advisor and clients. The firm participates in the Schwab Advisor Services platform and receives certain institutional services and economic benefits through that program, and it does not vote client proxies (custodians send proxies directly to clients).
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00%
$125 per hour
Minimum fee: Minimum Annual Fee - $1,200
Main office location
Hacket Asset Management, Inc.
Warwick RI, United States
Number of offices
1
Most active in
Hacket Asset Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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