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
19243 FM2252, Ste 300, Garden Ridge, TX, 78266
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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Brian is the managing partner of Brian Halbert & Associates, LLC, a non-investment related LLC located in Austin, Texas, since 2011. He dedicates minimal time annually to managerial duties.