Transparent Wealth Management Fee Schedule

At Hedgefield, we believe in being clear and upfront about our fee schedule. Transparency eliminates confusion, builds trust, and creates healthier long-term client relationships. By outlining our costs in advance, clients know exactly what to expect when engaging us for professional asset management.

Minimum Account Requirement

To open an account dedicated solely to asset management services, the minimum balance required is $1,000,000. This threshold ensures we can provide the highest level of personalized portfolio oversight and financial planning support.

Flexibility for Different Life Stages

We also understand that investors come from a wide range of circumstances. Some clients may not yet meet the $1,000,000 minimum—especially younger investors who are still building wealth. Our goal is to support clients on their financial journey and help them grow toward future eligibility.

That’s why the minimum account opening balance requirement may be negotiable based upon certain circumstances and at our discretion.