Barrett Haus
Barrett Haus is a registered investment advisor at Empire Financial Group, LLC, based in Orlando, FL, with 19 years of industry experience. Barrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $83M 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 $150K | 1.60% |
| $150K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Client assets held in multiple accounts will be aggregated to reduce fee percentage. Fees may be negotiable.
Fee Estimator
Location
Orlando, FL
Get directionsHistory
Regulatory History (1)
Regulatory
June 2014Other Business Activities
Barrett owns Haus Financial Solutions LLC, providing accounting and tax preparation services, taking up a significant portion of his time. He also owns Haus Financial LLC for retirement planning, but the business has not yet started.
Employment History
Current Registrations
Empire Financial Group, 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.