Hatree Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,106,423
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
82
17% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
82
HighAverage account size
$379,347
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
Financial planning
Portfolio management
Expertise
Early retirement planning
Business succession planning
General estate planning guidance
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 location
Hatree Advisory Group, LLC
6069 E. Grant Road
Tucson AZ 85712-2318, United States
Number of offices
1
Most active in
Hatree Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
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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