CB
CB

Colin Biebel

4 Years of Experience
Chicago, IL
Broker

Colin Biebel is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 4 years of industry experience. Colin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$75.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum fee charged to the advisor is 1.5%, which is negotiable. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 West Jackson, Suite 1800, Chicago, IL, 60606

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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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Other Business Activities

Colin works as an investment adviser representative for Halo Investment Services, LLC since 2023. This activity is investment-related.

Employment History
Current Registrations
Halo Investment Services, LLC
October 2023 - Present · 3 yrs
Halo Securities, LLC
November 2021 - Present · 4 yrs 11 mos
Halo Securities, LLCBroker
November 2021 - Present · 4 yrs 11 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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.
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