Haynie Wealth Management LLC
Assets Under Management
$70.9M
Number of Clients
105
Number of Advisors
3
Average Client AUM
$675K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)
About This Firm
Haynie Wealth Management offers wealth management services, including discretionary investment management and financial planning. They create customized investment strategies using low-cost, diversified mutual funds and ETFs. Financial planning is included as part of the overall wealth management engagement, covering areas like retirement, estate, and education planning.
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
Location
8303 N. Mopac Expy, Ste. A-120, Austin, TX, 78759