Eric Haney is a registered investment advisor at Haney Capital Management, based in Dana Point, CA, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haney Capital Management's fee for ongoing investment management is based on the value of your portfolio. The specific percentage is negotiable and not tied to account size. Fees are paid quarterly, in advance, and calculated based on the average value of your portfolio at the end of each month for the prior three months.
Location
Dana Point, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Haney Capital Management
State Registrations1 state
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