Regional Locations: Baltimore, Cincinnati, Cleveland, Detroit, Naples, Philadelphia, Pittsburgh, Washington DC and Wilmington, DE
Clients: More than 650 Relationships
Client/Advisor Ratio: 15:1
Assets Under Management: $31.0 Billion*
Total Assets Under Administration: $44.5 Billion*
Minimum Relationship Size: $20 Million
*Information as of March 31, 2017
We understand that choosing a firm to manage your wealth is a monumental decision. As you search for a wealth management relationship, we encourage you to consider what we call the four “C”s or core attributes:
the Capability to deliver the services you need,
personal relationships that foster a high level of Comfort for you and your family,
the Character to always do what is right for you, rather than what seems right for the firm,
and, perhaps most importantly, the Courage to tell you what you need to know even when it may conflict with what you want to hear.
Hawthorn’s most successful client relationships are with families who want a truly mutual collaboration. We believe such relationships are strongest with these core attributes at their heart.