The Hajdari Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$130,056,999
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
241
20% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
241
Very HighAverage account size
$539,656
About
The Hajdari Group provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, and employer-sponsored plans. Services include customized portfolio construction and ongoing supervision, along with financial planning modules and ERISA retirement-plan advisory work.
The firm typically implements portfolios using exchange-traded funds and mutual funds, applies fundamental analysis, and pursues a generally long-term approach while employing tax-loss harvesting and occasional shorter-term trades to meet client objectives. It offers both discretionary and non-discretionary management and may place portions of client assets with Independent Managers while retaining oversight.
The Hajdari Group is notable for managing a relatively large client roster for a single-advisor firm (about 241 clients with roughly $133 million in assets under management) and for disclosing the use of borrowing within separately managed accounts. The brochure also notes the principal’s insurance-licensing and commission-based insurance activity and an institutional relationship with Schwab Advisor Services, all of which the firm discloses and addresses through its policies and disclosures.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Tax-loss harvesting
Fee options
Fixed fees for financial planning, negotiated based on expected hours.
$0+: 0.50% to 2.00% annually (negotiable based on relationship size, scope, complexity) $0+: Up to 2.00% annually for retirement plan advisory services (negotiable)
Insurance product commissions earned separately by Mr. Hajdari as an independent insurance professional.
Financial planning services at $500 per hour, subject to minimum hour requirement.
Fee-only: Investment advisory fees, financial planning fees (hourly or fixed), no commissions on advisory fees.
Main office location
The Hajdari Group, LLC
1491 Richmond Road
Staten Island NY 10304, United States
Number of offices
1
Most active in
The Hajdari Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · New York · Texas
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.
Quick links
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Website
(212) 381-0050
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