Haymarket Wealth Management LLC

Haymarket Wealth Management, LLC is an independent fee-only registered investment adviser founded in June 2012 by Thomas F. Hagerstrom. The firm specializes in providing tailored financial planning and investment management services to clients based on their financial objectives, resources, income stability, investment experience, time horizon, and risk tolerance. As of December 30, 2022, Haymarket had total assets under management of $526,414,399, with $110,492,972 managed on a discretionary basis and $415,921,427 managed on a non-discretionary basis. Haymarket offers collaborative, goal-based financial planning services resulting in a lifetime saving, investing, and spending plan. The firm emphasizes transparency in its investment approach, recommending a mix of passively managed low-cost mutual funds for investment portfolios. Clients pay an annual fee based on a percentage of assets under management, ranging up to 0.75%. Haymarket may negotiate a lesser fee on a client-by-client basis. The firm does not receive commissions or transaction fees for its investment management services and does not engage in performance-based fees or side-by-side management. Clients include individuals, estates, charitable organizations, trusts, and business entities, with no stated minimum fee or portfolio value requirement. Haymarket's investment strategy is guided by efficient market theory, capital asset pricing model, modern portfolio theory, and emphasizes asset allocation and diversification. The firm's investment philosophy is suited for clients seeking a buy-and-hold strategy and who understand the inherent risks in financial markets. Haymarket does not have any disciplinary disclosures and does not engage in other financial industry activities or affiliations. The firm exercises investment discretion for client accounts and does not vote client securities proxies.