Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Halbert Wealth charges fees based on assets under management. For discretionary strategies, fees range from 1.25% on the first $500,000 to 1.00% on the next $500,000 to $2,000,000, with fees negotiable above that. The HWM Alpha Advantage Strategy has a different fee structure, ranging from 2.50% on the first $1,000,000 to 2.25% on the next $1,000,000 to $2,500,000, then 2.00% on the next $2,500,000 to $5,000,000, with fees negotiable above that. Underlying money manager fees (0.20% to 1.0%) may be added. For non-discretionary strategies, Halbert Wealth is paid by sharing in the management fee (0.99% to 2.50%) charged by the Investment Advisors.
Areas of Practice
Advisor Information
Office location
9433 Bee Cave Rd, Suite 3-201, Austin, TX, 78733
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Debi is a manager at Theta Research, LLC, an online subscription service, dedicating a few hours per week. She also serves as Secretary/Treasurer at ProFutures, Inc./Vector Signals, owning intellectual property of a trading strategy, spending a few hours per week.