Halbert Wealth Management, INC
Assets Under Management
$72.8M
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)
About This Firm
Halbert Wealth Management offers active money management and risk management strategies. They provide discretionary strategies investing in various assets and non-discretionary strategies recommending third-party advisors. They also offer financial planning advice and work with other professionals to provide comprehensive services. Halbert Wealth focuses on investment, finance, risk management, and retirement.
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
Location
9433 Bee Cave Rd, Suite 3-201, Austin, TX, 78733