Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$189,406,085
Total clients
166
35% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
55
Average account size
$1,141,001
Hager Investment Management Services is a small, family-managed registered investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, small businesses, charities, trusts, and estates. Engagements typically combine ongoing asset management with planning work that addresses cash flow, tax considerations, estate preservation, and risk‑management needs.
The firm structures portfolios around each client’s stated objectives, time horizon, and risk tolerance, using asset allocation, portfolio monitoring, and a mix of fundamental, quantitative, and cyclical analysis alongside principles of modern portfolio theory to guide investment selection. Accounts are reviewed at least annually (and more frequently when warranted), and Hager executes client-directed or delegated investment authority while coordinating trading and custody through an institutional custodian platform.
Notable distinctions include the firm’s defined retirement-plan practice, where it acts as a limited‑scope ERISA 3(21) fiduciary offering plan monitoring, participant education, and investment option oversight, and its willingness to serve in trustee, power‑of‑attorney, or executor capacities that result in limited custody and outside surprise examinations. Operating with a compact advisory team and roughly $189 million in assets across about 166 client relationships, the firm maintains formal compliance controls such as quarterly personal‑trading reviews and a written Code of Ethics.
$0 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually
Account minimum: $500,000 minimum (discretionary waiver possible) Fee-only: 0.75% per year for first $2,500,000 and 0.50% for assets over $2,500,000; Non-profit clients pay 0.50% on all assets
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Hager Investment Management Services, LLC
280 Main Street
New London NH 03257, United States
Number of offices
1
Series 63
New London, NH
Hager Investment Management Services, LLC
CFP®, Series 63, Series 65
New London, NH
Hager Investment Management Services, LLC
Series 65
New London, NH
Hager Investment Management Services, LLC
Series 65
New London, NH
Hager Investment Management Services, LLC
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