Jeffrey Haley
Jeffrey Haley is a registered investment advisor at Haley & Summers Wealth Management, INC., based in Fort Wayne, IN, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 45 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum annual fee of $5,000. Fees are Not Negotiable.
Fee Estimator
Location
Fort Wayne, IN
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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.
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Jeffrey is a Vice President at Summers Financial Services, an RIA, since 1997, where he does asset allocation for a fee. This is a full-time commitment for Jeffrey.
Employment History
Current Registrations
Haley & Summers Wealth Management, INC.
State Registrations1 state
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