EH
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Edmond Haggar

21 Years of Experience
Santa Fe, NM

Edmond Haggar is a registered investment advisor at Eddie Haggar Capital Mgt, INC., based in Santa Fe, NM, with 21 years of industry experience. Edmond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$14.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

125 Lincoln Av Suite 400 Wells Fargo Plaza, Santa Fe, NM, 87501

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Eddie Haggar Capital Mgt, INC.
January 2005 - Present · 21 yrs 4 mos
State Registrations1 state
NM
Advisor

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
No exam information available for this advisor.