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STU Hawver, CFA, MBA, LLC

Headquartered in MOCKSVILLE, NC

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Firm Information

STU Hawver, CFA, MBA, LLC is a Registered Investment Advisor with 1 investment advisor representative and manages approximately $23.8 million in regulatory assets. The firm provides financial planning and portfolio management services to individuals. They specialize in managing assets for high-net-worth individuals, with $19.6 million under management for 12 clients, as well as for individuals other than high-net-worth, with $4.2 million under management for 11 clients.

STU Hawver, CFA, MBA, LLC

$23.78M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

STU HAWVER, CFA, MBA, LLC has a total of 2 branch locations across the country.
location

WOLFEBORO, NH

location

MOCKSVILLE, NC

Advisors at STU Hawver, CFA, MBA, LLC

View All 1 Advisors
Unclaimed
Stuart Howe Hawver

CFA®, RA

WOLFEBORO, NH

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Disclosures

There are no public disclosures for STU Hawver, CFA, MBA, LLC.

Frequently Asked Questions (7)

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