Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Client acknowledges an additional fee to be paid to the Investment Platform not to exceed an annual rate of 0.25%. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Haynie Wealth Management charges a quarterly fee based on a percentage of your assets under management. Financial planning is included with wealth management services. The firm requires a minimum household size of $500,000 of assets under management, but exceptions may be granted at the Advisor's sole discretion. Clients may also incur fees charged by third-party custodians and for mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
8303 N. Mopac Expy, Ste. A-120, Austin, TX, 78759
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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