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Stuart Howe Hawver

STU Hawver, CFA, MBA, LLC

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About Stuart Howe Hawver

Stuart Hawver is a financial advisor with over 18 years of experience. Stuart is a Chartered Financial Analyst and holds an MBA. Stuart is registered with the states of New Hampshire and North Carolina as an Investment Advisor Representative. Stuart is also the owner and principal of Stu Hawver, CFA, MBA, LLC. Stuart specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Stuart manages over $23 million in assets for approximately 23 clients.

Firm Information

Stuart Hawver is currently registered with STU Hawver, CFA, MBA, LLC. 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.

$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.

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Stuart Hawver’s Registration & Firm History

NH

12/01/2010 - Present

STU Hawver, CFA, MBA, LLC (WOLFEBORO NH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Howe Hawver.
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