Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Halo charges advisors a maximum advisory fee of 1.5% of assets under management, which is negotiable. This fee covers Halo's services and payments to sub-advisers. Clients may also incur additional fees from custodians, brokers, and other third parties. Halo negotiates fees with its sub-advisers, which may create a conflict of interest.
Areas of Practice
Advisor Information
Office location
Dublin, CA
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerard is an independent insurance agent with Jerry Vanderzanden Insurance Services, dedicating a few hours per week. He is also involved with several other entities, including WSLV, LLC, CAIPS, LLC, Life Insurance Consumer Advocacy Center, NAIFA - Silicon Valley Chapter, and The Ethical Edge Inc., spending minimal time on each.