Brian Halbert is a registered investment advisor at Halbert Wealth Management, INC, based in Austin, TX, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 284 clients with $210M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for amounts over $2,000,000 are negotiable. The firm also offers the HWM Alpha Advantage Strategy with a separate fee schedule (2.50% down to 2.00%) and non-discretionary strategies with management fees ranging from 0.99% to 2.50%.
Fee Estimator
Location
9433 Bee Cave Rd, Bldg. 1, Ste 200, Austin, TX, 78733
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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 Activities
Brian is the managing partner of Brian Halbert & Associates, LLC, a non-investment related LLC located in Austin, Texas, since 2011. He dedicates minimal time annually to managerial duties.
Employment History
Current Registrations
Halbert Wealth Management, INC
Previous Registrations
Pensionmark Securities, LLCBroker
World Investment Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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