Personalized service from a manager who really knows you

At Hardesty Capital Management, you have direct access to the person who is managing your money, a trusted advisor who really knows you and what you want out of life. And because we limit the number of clients our portfolio managers serve, they always have time to answer your questions or give advice.

Customized wealth management plans to help you reach your goals.

The first thing we do is listen to what your investment goals are—and then, put them in writing. That gives both of us a benchmark we can use to measure our performance—and your progress. We then create a custom-designed portfolio based on your risk tolerance and timeframe. As time goes by, we'll stay in close contact so we can make timely adjustments, as your needs evolve or the market changes.

Low annual fees that are based on asset values—not trading activity.

At Hardesty Capital Management, you'll always know exactly what you're paying for your investment services. Our fee is based on how much your account is worth—not how many times we buy or sell stocks. So, our success is directly tied to yours. Moreover, we combine related accounts for fee calculations. Fees start at just 0.90% on accounts under $2,000,000—and then go lower as asset values increase. In fact, we believe that investors should avoid paying more than 1.00% annually for wealth management services. That's significantly less than the average 1.55% charged by mutual funds. And less than 1/3 of the 3.00% charged by some wrap funds.