Christian Halas
Christian Halas is a registered investment advisor at Venn Wealth & Benefit Services, LLC, based in Pittsburgh, PA, with 22 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.85% |
| $3.5M+ | 0.70% |
Fees are negotiable and vary based on objective and subjective factors. Non-discretionary advised accounts range from 0.02% to 0.40%.
Fee Estimator
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
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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