Hausman Advisors, LLC is a well-established investment advisory firm headquartered in Hood River, Oregon. With two offices strategically located, Hausman Advisors offers comprehensive investment advisory services to clients seeking expert financial guidance. The firm boasts a team of two highly skilled professionals who are dedicated to assisting clients in achieving their financial goals.
With an average of $67,250,000 in assets under management per investment advisor, Hausman Advisors maintains a solid position within the industry. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring a flexible and transparent approach to client fees.
Although 401K and individual accounts make up less than 30% of the assets under management, Hausman Advisors has the expertise and capability to effectively manage employer funds. All assets managed by the firm are handled on a discretionary basis, providing clients with peace of mind and allowing the advisors to make informed investment decisions on their behalf.
Hausman Advisors primarily caters to high net worth individuals, managing a portfolio of over $134,504,000 for more than 50 individual clients. Jason Smith and Karen Smith, two of the longest-tenured registered advisors at the firm, bring a wealth of experience and expertise to their roles.
Through their commitment to excellence and personalized service, Hausman Advisors, LLC has established a reputation for delivering tailored investment strategies and helping clients navigate the complexities of the financial markets.