Mary Haselhorst is a registered investment advisor at Inflection Financial, based in San Antonio, TX, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 73 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IF Advisors offers several ways for individuals to engage their services. Two options involve a yearly retainer fee plus a percentage of the assets they manage:
- Option 1: $8,000 per year retainer + 0.50% of assets under management
- Option 2: $5,000 per year retainer + 0.70% of assets under management
Fees may be negotiable based on account size and servicing requirements.
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Inflection Financial
Previous Registrations
Financial Life Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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