Hager Investment Management Services, LLC

Retirement Planning Firm in New London, NH

Firm Info
Address: 280 Main St, New London, NH 03257, USA
Phone: (603) 526-4099

Firm Size
Assets Under Management: $116.9 million
# of Advisors: 3
# of Clients: 266
Client to Advisor Ratio: 89:1
Average Account Size: $439,383
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Hager Investment Management Services, LLC Overview

Hager Investment Management Services, LLC is a Fee Only Registered Investment Advisory Firm based in New London, NH. The company has been in business since 2022, and specializes in providing investment advice only. The firm's fee arrangement is Fee Only, meaning they are not paid commissions on any investment products recommended to clients. Hager Investment Management Services, LLC offers a range of financial planning services and portfolio management solutions for individuals and small businesses. Their financial planning services can help clients develop a comprehensive financial plan to meet their unique needs and goals. Their portfolio management services provide clients with access to investment strategies that are tailored to their individual financial objectives. As a Fee Only Registered Investment Advisory Firm, Hager Investment Management Services, LLC is well-positioned to put their clients' interests first. They are committed to providing objective, unbiased advice to help clients achieve their financial goals. Whether it's developing a financial plan, managing investments, or providing ongoing financial guidance, the team at Hager Investment Management Services, LLC is dedicated to helping clients make informed financial decisions.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC is a premier investment management firm that caters to a diverse clientele. The types of clients served include individuals, high net worth individuals, and charitable organizations. The firm is committed to providing customized investment solutions that align with the specific needs and goals of its clients. Whether it is creating a retirement plan, managing assets or generating income streams, HAGER INVESTMENT MANAGEMENT SERVICES, LLC has the expertise and insights to deliver exceptional outcomes tailored to each client. The fee structures at HAGER INVESTMENT MANAGEMENT SERVICES, LLC are flexible and designed to cater to different needs and preferences. The firm offers various fee structures depending on the service provided, such as percentage of AUM, hourly and fixed fees. The percentage of AUM fee structure is a popular option that enables clients to pay a percentage of their assets under management as fees. This structure is beneficial for clients who like to have a hands-off approach to their investments and delegate the decision-making process to the firm. The hourly fee structure provides clients with the opportunity to pay for the time and expertise of the firm on an as-needed basis. Lastly, the fixed fee structure is ideal for clients who prefer to have a set fee for specific services provided by the firm. Overall, the fee structures offered by HAGER INVESTMENT MANAGEMENT SERVICES, LLC provide clients with the flexibility and transparency needed to ensure they receive the most effective and efficient investment management services available.

Typical Clients, Fee Structures & Investment Minimum

According to Hager Investment Management Services, LLC's Part 2 Brochure, there is no mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum requirement may be. Potential clients can contact the firm directly to inquire about their investment minimum or explore other investment management options.

How This Office Can Help New London, NH Residents

Hager Investment Management Services, LLC is a financial management firm located in New London, NH. The firm offers a wide variety of services to help its clients better understand and manage their finances. Whether someone is just starting to plan for retirement or looking to invest in the stock market, Hager Investment Management Services, LLC is there to offer guidance and support. Many of the firm's clients in New London, NH face unique financial situations. For example, retirees may need help managing their investments in order to maintain their standard of living. Young families may be looking to save for their children's education while also preparing for their own retirement. Business owners may have complex financial needs and require assistance with managing their cash flow. Hager Investment Management Services, LLC works with each individual client to create a personalized financial plan that meets their specific needs and goals. Whether someone is facing a major life change or simply wants to improve their financial situation, Hager Investment Management Services, LLC is there to provide expert advice and support.


Services Offered by Hager Investment Management Services, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hager Investment Management Services, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 280 Main St, New London, NH 03257, USA
Phone (603) 526-4099
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 280 MAIN STREET, NEW LONDON, NH 3257, United States

This firm has no other locations.

State Registrations

Hager Investment Management Services, LLC is registered to service clients in the following states:

  • Massachusetts
  • New Hampshire

Disciplinary History

Hager Investment Management Services, LLC does not have any disclosures. Please visit it's Form ADV for more details.