Debi Halbert is a registered investment advisor at Halbert Wealth Management, INC, based in Austin, TX, with 30 years of industry experience. Debi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are negotiable. The firm also offers the HWM Alpha Advantage Strategy with a separate fee schedule (2.50% down to 2.00%) and non-discretionary strategies with management fees ranging from 0.99% to 2.50%.
Fee Estimator
Location
9433 Bee Cave Road, Bldg. 1, Ste 200, Austin, TX, 78733
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Regulatory 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 Activities
Debi is a manager at Theta Research, LLC, an online subscription service, dedicating a few hours per week. She also serves as Secretary/Treasurer at ProFutures, Inc./Vector Signals, owning intellectual property of a trading strategy, spending a few hours per week.
Employment History
Current Registrations
Halbert Wealth Management, INC
Previous Registrations
World Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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