Christian Halas
Christian Halas is a registered investment advisor at Venn Wealth & Benefit Services, LLC, based in Pittsburgh, PA, with 21 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 130 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venn Wealth & Benefit Services manages investments through advisor-directed brokerage accounts, model accounts, and advised accounts. Fees for model and advisor-directed accounts range from 0.20% to 1.20% on the first $500K, 0.20% to 1.00% on the next $500K to $1M, 0.20% to 0.85% on the next $1M to $2M, and 0.15% to 0.70% on amounts over $2M. Fees for advised accounts range from 0.02% to 0.40%. Fees are negotiable and may vary depending on the representative, assets invested, complexity, and servicing needs.
Location
Pittsburgh, PA
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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 ActivitiesSells Insurance
Christian is the Owner/Operator of Halas Consulting since 2009, offering insurance planning and tax preparation, taking about a quarter of his time. He also occasionally provides fitness training, dedicating minimal time to this activity.
Employment History
Current Registrations
Venn Wealth & Benefit Services, LLC
State Registrations1 state
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