Halo Investment Services, LLC
Assets Under Management
$32.6M
Number of Clients
Not reported
Number of Advisors
14
Average Client AUM
N/A
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)
About This Firm
Halo Investment Services offers a Turnkey Asset Management Program (TAMP) platform to advisors, providing access to sub-advisers and their strategies, including structured notes and fixed income. Halo conducts due diligence on sub-advisers and makes various strategies available through the platform. Advisors are responsible for selecting suitable strategies for their clients.
Fee Structure
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.
Areas of Practice
Location
1129 Northern Blvd., Suite 404, Manhasset, NY, 11030