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.
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Learn about disclosures →Gregory is an investment adviser representative with Halo Investment Services, LLC and a regional vice president with Halo Securities, LLC, both since June 2024.