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.
9433 Bee Cave Rd., Building III, Suite 201, Austin, TX, 78733
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