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The main tenant at Haddon Group is the belief everyone is entitled to financial planning. This is why there are no minimum required assets under management. Instead of minimums we break out services between financial planning and investment management

Fixed monthly fee for financial planning is $150

Let Haddon Group manage your investment portfolio for you. Our philosophy is to utilize ETFs or Mutual Funds to build a diversified portfolio that encompasses US stocks, International stocks and bonds. 

Annual Investment Management fee is 1.00% of assets under management

Financial
Planning

Investment
Management

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