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
3006 Bee Caves 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Manuel is a non-variable insurance agent since 2022, focusing on sales and service, and a mortgage broker since 2023, originating mortgage loans. Both activities take a few hours per week.